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iShares S&P Global Energy Sector shares owned by Icon Wealth Partners

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

Historical chart of Icon Wealth Partners 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 Icon Wealth Partners 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 Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $206k 5.0k 41.26
2023-06-30 $186k 5.0k 37.22
2023-03-31 $189k 5.0k 37.76
2019-03-31 $40k 1.2k 33.33
2018-06-30 $45k 1.2k 37.50

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Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Mbs Etf Etf (MBB)
Enterprise Prods Partners Stock (EPD)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Icon Wealth Partners

Top funds holding iShares S&P Global Energy Sector

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

View all funds holding iShares S&P Global Energy Sector