SOA Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

SOA Wealth Advisors’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 Q1	–	Sell	-364	Closed	-$14.2K	–	917
2023 Q4	$14.2K	Hold	364	–	–	﹤0.01%	482
2023 Q3	$15K	Hold	364	–	–	﹤0.01%	468
2023 Q2	$13.5K	Hold	364	–	–	﹤0.01%	494
2023 Q1	$13.7K	Hold	364	–	–	﹤0.01%	487
2022 Q4	$14.2K	Hold	364	–	–	﹤0.01%	466
2022 Q3	$12K	Hold	364	–	–	﹤0.01%	480
2022 Q2	$12K	Hold	364	–	–	﹤0.01%	469
2022 Q1	$13K	Hold	364	–	–	﹤0.01%	535
2021 Q4	$9K	Hold	364	–	–	﹤0.01%	590
2021 Q3	$9K	Hold	364	–	–	﹤0.01%	610
2021 Q2	$9K	Hold	364	–	–	﹤0.01%	592
2021 Q1	$8K	Hold	364	–	–	﹤0.01%	549
2020 Q4	$8K	Buy	+364	New	+$6.8K	﹤0.01%	550

Other funds holding IXC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

SOA Wealth Advisors's IXC Position: Q1 2024 in Review

SOA Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q1 2024, closing a stake of 364 shares — an estimated $14.2K sold.

SOA Wealth Advisors first reported a position in IXC in Q4 2020 and held it in 13 quarters. The position peaked at $15K in Q3 2023. 468 funds tracked by Wall St. Rank hold IXC as of Q1 2024.

SOA Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q1 2024 after selling out during the quarter.
SOA Wealth Advisors sold 364 iShares Global Energy ETF shares in Q1 2024, an estimated $14.2K.
SOA Wealth Advisors first reported a position in iShares Global Energy ETF in Q4 2020 and held it in 13 quarters.
SOA Wealth Advisors's iShares Global Energy ETF position peaked at $15K in Q3 2023.
468 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.