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Sugarloaf Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$6.41K Hold
168
– – ﹤0.01% 551
2024
Q3 		$6.8K Sell
168
-171
-50% -$7.01K ﹤0.01% 537
2024
Q2 		$14.1K Buy
339
+163
+93% +$6.99K ﹤0.01% 447
2024
Q1 		$7.56K Buy
+176
New +$6.97K ﹤0.01% 508
2023
Q1 		– Sell
-100
Closed -$3.9K – 746
2022
Q4 		$3.9K Sell
100
-107
-52% -$4.19K ﹤0.01% 611
2022
Q3 		$7K Buy
+207
New +$7.26K ﹤0.01% 568

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Sugarloaf Wealth Management's IXC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Global Energy ETF (IXC) position steady in Q4 2024 at 168 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Sugarloaf Wealth Management first reported a position in IXC in Q3 2022 and has held it in 6 quarters since. The position peaked at $14.1K in Q2 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • Sugarloaf Wealth Management held 168 shares of iShares Global Energy ETF worth $6.41K as of Q4 2024.
  • Sugarloaf Wealth Management left its iShares Global Energy ETF share count unchanged in Q4 2024.
  • iShares Global Energy ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #551 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Global Energy ETF in Q3 2022 and has held it in 6 quarters since.
  • Sugarloaf Wealth Management's iShares Global Energy ETF position peaked at $14.1K in Q2 2024.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.