RWA Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

RWA Wealth Partners’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-6,000	Closed	-$202K	–	236
2019 Q1	$202K	Buy	+6,000	New	+$196K	0.02%	223
2018 Q4	–	Sell	-6,000	Closed	-$226K	–	238
2018 Q3	$226K	Hold	6,000	–	–	0.03%	215
2018 Q2	$224K	Hold	6,000	–	–	0.03%	221
2018 Q1	$204K	Hold	6,000	–	–	0.03%	195
2017 Q4	$213K	Hold	6,000	–	–	0.02%	223
2017 Q3	$204K	Buy	+6,000	New	+$191K	0.02%	228

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

LBD

Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RWA Wealth Partners's IXC Position: Q2 2019 in Review

RWA Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q2 2019, closing a stake of 6,000 shares — an estimated $202K sold.

RWA Wealth Partners first reported a position in IXC in Q3 2017 and held it in 6 quarters. The position peaked at $226K in Q3 2018. 128 funds tracked by Wall St. Rank hold IXC as of Q2 2019.

RWA Wealth Partners reported no remaining iShares Global Energy ETF position as of Q2 2019 after selling out during the quarter.
RWA Wealth Partners sold 6,000 iShares Global Energy ETF shares in Q2 2019, an estimated $202K.
RWA Wealth Partners first reported a position in iShares Global Energy ETF in Q3 2017 and held it in 6 quarters.
RWA Wealth Partners's iShares Global Energy ETF position peaked at $226K in Q3 2018.
128 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2019.

Based on RWA Wealth Partners's 13F filing for Q2 2019, filed 12 Aug 2019.