Sterling Financial Planning’s iShares Global Energy ETF IXC Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-142	Closed	-$4K	–	248
2021 Q3	$4K	Hold	142	–	–	﹤0.01%	381
2021 Q2	$4K	Hold	142	–	–	﹤0.01%	361
2021 Q1	$4K	Sell	142 -115	-45%	-$2.71K	﹤0.01%	336
2020 Q4	$5K	Buy	+257	New	+$4.8K	﹤0.01%	301

Other funds holding IXC

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sterling Financial Planning's IXC Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares Global Energy ETF (IXC) in Q4 2021, closing a stake of 142 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in IXC in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 233 funds tracked by Wall St. Rank hold IXC as of Q4 2021.

Sterling Financial Planning reported no remaining iShares Global Energy ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 142 iShares Global Energy ETF shares in Q4 2021, an estimated $4K.
Sterling Financial Planning first reported a position in iShares Global Energy ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's iShares Global Energy ETF position peaked at $5K in Q4 2020.
233 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.