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Tilia Fiduciary Partners’s iShares Global Energy ETF IXC Stock Holding History

Tilia Fiduciary Partners’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
Q3 		– Sell
-110
Closed -$4.09K – 281
2023
Q2 		$4.09K Buy
+110
New +$4.14K ﹤0.01% 451

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GW & Wade
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Connectus Wealth
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Tilia Fiduciary Partners's IXC Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Global Energy ETF (IXC) in Q3 2023, closing a stake of 110 shares — an estimated $4.09K sold.

Tilia Fiduciary Partners first reported a position in IXC in Q2 2023 and held it in 1 quarter. The position peaked at $4.09K in Q2 2023. 263 funds tracked by Wall St. Rank hold IXC as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining iShares Global Energy ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 110 iShares Global Energy ETF shares in Q3 2023, an estimated $4.09K.
  • Tilia Fiduciary Partners first reported a position in iShares Global Energy ETF in Q2 2023 and held it in 1 quarter.
  • Tilia Fiduciary Partners's iShares Global Energy ETF position peaked at $4.09K in Q2 2023.
  • 263 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.