WAL
IXC icon

W Advisors LLC’s iShares Global Energy ETF IXC Stock Holding History

W Advisors LLC’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
-9,189
Closed -$395K – 115
2024
Q1 		$395K Buy
+9,189
New +$364K 0.27% 71

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
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

W Advisors LLC's IXC Position: Q2 2024 in Review

W Advisors LLC sold out of iShares Global Energy ETF (IXC) in Q2 2024, closing a stake of 9,189 shares — an estimated $395K sold.

W Advisors LLC first reported a position in IXC in Q1 2024 and held it in 1 quarter. The position peaked at $395K in Q1 2024. 400 funds tracked by Wall St. Rank hold IXC as of Q2 2024.

  • W Advisors LLC reported no remaining iShares Global Energy ETF position as of Q2 2024 after selling out during the quarter.
  • W Advisors LLC sold 9,189 iShares Global Energy ETF shares in Q2 2024, an estimated $395K.
  • W Advisors LLC first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 1 quarter.
  • W Advisors LLC's iShares Global Energy ETF position peaked at $395K in Q1 2024.
  • 400 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2024.

Based on W Advisors LLC's 13F filing for Q2 2024, filed 6 Aug 2024.