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Weaver Consulting Group’s iShares Global Energy ETF IXC Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-190
Closed -$3K – 517
2020
Q3 		$3K Hold
190
– – ﹤0.01% 775
2020
Q2 		$4K Sell
190
-87
-31% -$1.7K ﹤0.01% 706
2020
Q1 		$5K Buy
277
+87
+46% +$2.17K ﹤0.01% 560
2019
Q4 		$6K Hold
190
– – ﹤0.01% 574
2019
Q3 		$6K Hold
190
– – ﹤0.01% 553
2019
Q2 		$6K Hold
190
– – ﹤0.01% 540
2019
Q1 		$6K Buy
+190
New +$6.22K ﹤0.01% 1064

Other funds holding IXC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Weaver Consulting Group's IXC Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Global Energy ETF (IXC) in Q4 2020, closing a stake of 190 shares — an estimated $3K sold.

Weaver Consulting Group first reported a position in IXC in Q1 2019 and held it in 7 quarters. The position peaked at $6K in Q4 2019. 170 funds tracked by Wall St. Rank hold IXC as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Global Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 190 iShares Global Energy ETF shares in Q4 2020, an estimated $3K.
  • Weaver Consulting Group first reported a position in iShares Global Energy ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares Global Energy ETF position peaked at $6K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.