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

Strategies 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
2022 Q2	$217K	Buy	6,391 +124	+2%	+$4.64K	0.06%	78
2022 Q1	$227K	Buy	+6,267	New	+$208K	0.06%	78

Other funds holding IXC

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Strategies Wealth Advisors's IXC Position: Q2 2022 in Review

Strategies Wealth Advisors increased its iShares Global Energy ETF (IXC) stake by 2% in Q2 2022, buying an estimated $4.64K and bringing the position to 6,391 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #78.

Strategies Wealth Advisors first reported a position in IXC in Q1 2022 and has held it in 2 quarters since. The position peaked at $227K in Q1 2022. 266 funds tracked by Wall St. Rank hold IXC as of Q2 2022.

Strategies Wealth Advisors held 6,391 shares of iShares Global Energy ETF worth $217K as of Q2 2022.
Strategies Wealth Advisors bought 124 iShares Global Energy ETF shares in Q2 2022, an estimated $4.64K.
iShares Global Energy ETF made up 0.06% of Strategies Wealth Advisors's portfolio in Q2 2022, its #78 holding.
Strategies Wealth Advisors first reported a position in iShares Global Energy ETF in Q1 2022 and has held it in 2 quarters since.
Strategies Wealth Advisors's iShares Global Energy ETF position peaked at $227K in Q1 2022.
266 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2022.

Based on Strategies Wealth Advisors's 13F filing for Q2 2022, filed 27 Jun 2023.