Sumitomo Mitsui Trust Group
IXC icon

Sumitomo Mitsui Trust Group’s iShares Global Energy ETF IXC Stock Holding History

Sumitomo Mitsui Trust Group’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
Q3 		– Sell
-92,287
Closed -$3.13M – 1224
2022
Q2 		$3.13M Sell
92,287
-112,101
-55% -$4.2M ﹤0.01% 910
2022
Q1 		$7.39M Buy
204,388
+187,692
+1,124% +$6.24M ﹤0.01% 823
2021
Q4 		$459K Buy
+16,696
New +$473K ﹤0.01% 1102

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group's IXC Position: Q3 2022 in Review

Sumitomo Mitsui Trust Group sold out of iShares Global Energy ETF (IXC) in Q3 2022, closing a stake of 92,287 shares — an estimated $3.13M sold.

Sumitomo Mitsui Trust Group first reported a position in IXC in Q4 2021 and held it in 3 quarters. The position peaked at $7.39M in Q1 2022. 244 funds tracked by Wall St. Rank hold IXC as of Q3 2022.

  • Sumitomo Mitsui Trust Group reported no remaining iShares Global Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 92,287 iShares Global Energy ETF shares in Q3 2022, an estimated $3.13M.
  • Sumitomo Mitsui Trust Group first reported a position in iShares Global Energy ETF in Q4 2021 and held it in 3 quarters.
  • Sumitomo Mitsui Trust Group's iShares Global Energy ETF position peaked at $7.39M in Q1 2022.
  • 244 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2022, filed 21 Oct 2022.