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TruNorth Capital Management’s iShares Global Energy ETF IXC Stock Holding History

TruNorth Capital 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
Q2 		– Sell
-145
Closed -$6.23K – 382
2024
Q1 		$6.23K Buy
+145
New +$5.74K ﹤0.01% 200

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Pictet Asset Management
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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TruNorth Capital Management's IXC Position: Q2 2024 in Review

TruNorth Capital Management sold out of iShares Global Energy ETF (IXC) in Q2 2024, closing a stake of 145 shares — an estimated $6.23K sold.

TruNorth Capital Management first reported a position in IXC in Q1 2024 and held it in 1 quarter. The position peaked at $6.23K in Q1 2024. 400 funds tracked by Wall St. Rank hold IXC as of Q2 2024.

  • TruNorth Capital Management reported no remaining iShares Global Energy ETF position as of Q2 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 145 iShares Global Energy ETF shares in Q2 2024, an estimated $6.23K.
  • TruNorth Capital Management first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 1 quarter.
  • TruNorth Capital Management's iShares Global Energy ETF position peaked at $6.23K in Q1 2024.
  • 400 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2024.

Based on TruNorth Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.