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iShares S&P Global Energy Sector shares owned by GenTrust

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by GenTrust from 13F filings

Historical chart of GenTrust investment in iShares S&P Global Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Energy Sector held by GenTrust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Energy Sector by GenTrust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 41k 42.95
2023-12-31 $1.6M 42k 39.11
2023-09-30 $1.6M 38k 41.26
2023-06-30 $1.8M 48k 37.22
2023-03-31 $1.3M 35k 37.76
2022-12-31 $953k 24k 38.99
2022-09-30 $519k 16k 33.32

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Global X Fds Us Infr Dev Etf (PAVE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Tips Bd Etf (TIP)

View all positions for GenTrust

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Hsbc Holdings
Jpmorgan Chase & Co
CWM
Envestnet Portfolio Solutions
UBS Group
Advisor Group Holdings
Park Avenue Securities
GW & Wade
Wells Fargo & Company
Goldman Sachs Group
Verger Capital Management
Janney Montgomery Scott
Versant Capital Management

View all funds holding iShares S&P Global Energy Sector