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

Total Clarity 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
2022 Q3	–	Sell	-866	Closed	-$29K	–	608
2022 Q2	$29K	Buy	+866	New	+$32.4K	0.02%	496
2022 Q1	–	Sell	-986	Closed	-$27K	–	564
2021 Q4	$27K	Hold	986	–	–	0.01%	512
2021 Q3	$26K	Buy	+986	New	+$24.7K	0.01%	512
2021 Q2	–	Sell	-986	Closed	-$24K	–	462
2021 Q1	$24K	Buy	+986	New	+$23.3K	0.01%	441

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Total Clarity Wealth Management's IXC Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares Global Energy ETF (IXC) in Q3 2022, closing a stake of 866 shares — an estimated $29K sold.

Total Clarity Wealth Management first reported a position in IXC in Q1 2021 and held it in 4 quarters. The position peaked at $29K in Q2 2022. 244 funds tracked by Wall St. Rank hold IXC as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares Global Energy ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 866 iShares Global Energy ETF shares in Q3 2022, an estimated $29K.
Total Clarity Wealth Management first reported a position in iShares Global Energy ETF in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's iShares Global Energy ETF position peaked at $29K in Q2 2022.
244 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.