TF
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Tompkins Financial’s iShares Global Energy ETF IXC Stock Holding History

Tompkins Financial’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 		– Sell
-4,800
Closed -$194K – 562
2024
Q3 		$194K Sell
4,800
-115
-2% -$4.72K 0.02% 200
2024
Q2 		$204K Buy
4,915
+115
+2% +$4.93K 0.02% 192
2024
Q1 		$206K Sell
4,800
-28
-0.6% -$1.11K 0.02% 195
2023
Q4 		$189K Buy
4,828
+28
+0.6% +$1.11K 0.02% 202
2023
Q3 		$198K Sell
4,800
-1,500
-24% -$59.5K 0.03% 173
2023
Q2 		$234K Hold
6,300
– – 0.04% 162
2023
Q1 		$238K Hold
6,300
– – 0.04% 160
2022
Q4 		$246K Hold
6,300
– – 0.04% 154
2022
Q3 		$210K Hold
6,300
– – 0.04% 164
2022
Q2 		$213K Hold
6,300
– – 0.03% 172
2022
Q1 		$228K Buy
+6,300
New +$209K 0.03% 176

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Morgan Stanley
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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