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WealthPLAN Partners’s iShares Global Energy ETF IXC Stock Holding History

WealthPLAN 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
2024
Q2 		– Sell
-7,290
Closed -$313K – 314
2024
Q1 		$313K Buy
7,290
+631
+9% +$25K 0.03% 255
2023
Q4 		$260K Buy
+6,659
New +$265K 0.03% 282

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthPLAN Partners's IXC Position: Q2 2024 in Review

WealthPLAN Partners sold out of iShares Global Energy ETF (IXC) in Q2 2024, closing a stake of 7,290 shares — an estimated $313K sold.

WealthPLAN Partners first reported a position in IXC in Q4 2023 and held it in 2 quarters. The position peaked at $313K in Q1 2024. 401 funds tracked by Wall St. Rank hold IXC as of Q2 2024.

  • WealthPLAN Partners reported no remaining iShares Global Energy ETF position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 7,290 iShares Global Energy ETF shares in Q2 2024, an estimated $313K.
  • WealthPLAN Partners first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares Global Energy ETF position peaked at $313K in Q1 2024.
  • 401 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.