Wipfli Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Wipfli Financial Advisors’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	$213K	Buy	+6,381	New	+$224K	0.02%	430

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

Wipfli Financial Advisors's IXC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Global Energy ETF (IXC) in Q3 2022: 6,381 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #430 among its holdings.

244 funds tracked by Wall St. Rank hold IXC as of Q3 2022.

Wipfli Financial Advisors held 6,381 shares of iShares Global Energy ETF worth $213K as of Q3 2022.
iShares Global Energy ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Global Energy ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #430 holding.
244 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.