Stuart Chaussee & Associates’s iShares Global Energy ETF IXC Stock Holding History

Stuart Chaussee & Associates’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
2023 Q2	–	Sell	-103	Closed	-$3.89K	–	136
2023 Q1	$3.89K	Hold	103	–	–	﹤0.01%	127
2022 Q4	$4.02K	Hold	103	–	–	﹤0.01%	139
2022 Q3	$3K	Hold	103	–	–	0.01%	138
2022 Q2	$3K	Buy	+103	New	+$3.86K	0.01%	144

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Jane Street New York $777B AUM 61.18% 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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Stuart Chaussee & Associates's IXC Position: Q2 2023 in Review

Stuart Chaussee & Associates sold out of iShares Global Energy ETF (IXC) in Q2 2023, closing a stake of 103 shares — an estimated $3.89K sold.

Stuart Chaussee & Associates first reported a position in IXC in Q2 2022 and held it in 4 quarters. The position peaked at $4.02K in Q4 2022. 240 funds tracked by Wall St. Rank hold IXC as of Q2 2023.

Stuart Chaussee & Associates reported no remaining iShares Global Energy ETF position as of Q2 2023 after selling out during the quarter.
Stuart Chaussee & Associates sold 103 iShares Global Energy ETF shares in Q2 2023, an estimated $3.89K.
Stuart Chaussee & Associates first reported a position in iShares Global Energy ETF in Q2 2022 and held it in 4 quarters.
Stuart Chaussee & Associates's iShares Global Energy ETF position peaked at $4.02K in Q4 2022.
240 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2023.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2023, filed 4 Aug 2023.