Sharkey, Howes & Javer’s iShares Global Energy ETF IXC Stock Holding History

Sharkey, Howes & Javer’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
2024 Q2	–	Sell	-69,162	Closed	-$2.97M	–	121
2024 Q1	$2.97M	Buy	69,162 +11,290	+20%	+$447K	0.49%	36
2023 Q4	$2.26M	Buy	+57,872	New	+$2.3M	0.4%	40

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sharkey, Howes & Javer's IXC Position: Q2 2024 in Review

Sharkey, Howes & Javer sold out of iShares Global Energy ETF (IXC) in Q2 2024, closing a stake of 69,162 shares — an estimated $2.97M sold.

Sharkey, Howes & Javer first reported a position in IXC in Q4 2023 and held it in 2 quarters. The position peaked at $2.97M in Q1 2024. 401 funds tracked by Wall St. Rank hold IXC as of Q2 2024.

Sharkey, Howes & Javer reported no remaining iShares Global Energy ETF position as of Q2 2024 after selling out during the quarter.
Sharkey, Howes & Javer sold 69,162 iShares Global Energy ETF shares in Q2 2024, an estimated $2.97M.
Sharkey, Howes & Javer first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 2 quarters.
Sharkey, Howes & Javer's iShares Global Energy ETF position peaked at $2.97M in Q1 2024.
401 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2024, filed 17 Jul 2024.