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iShares S&P Global Energy Sector shares owned by Affiance Financial

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

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

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All positions including iShares S&P Global Energy Sector held by Affiance Financial 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 Affiance Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 25k 41.75
2025-06-30 $972k 25k 39.29
2025-03-31 $1.0M 25k 42.07
2024-12-31 $962k 25k 38.18
2024-09-30 $1.0M 26k 40.48
2024-06-30 $1.1M 26k 41.51
2024-03-31 $1.1M 27k 42.95
2023-12-31 $1.0M 27k 39.11
2023-09-30 $1.2M 29k 41.26
2023-06-30 $1.1M 30k 37.22
2023-03-31 $1.7M 46k 37.76
2022-12-31 $1.4M 35k 38.99
2022-09-30 $1.2M 36k 33.34
2022-06-30 $1.4M 41k 33.89
2022-03-31 $1.8M 49k 36.15
2021-12-31 $4.5M 162k 27.51
2021-09-30 $4.4M 164k 26.85
2021-06-30 $4.5M 169k 26.59
2021-03-31 $4.2M 171k 24.65
2020-12-31 $3.2M 157k 20.31
2020-09-30 $2.3M 140k 16.40
2020-06-30 $3.5M 178k 19.54
2020-03-31 $17k 1.0k 16.52
2019-12-31 $32k 1.0k 31.10

More positions owned by Affiance Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Capital Group Core Equity Et Shs Creation Uni (CGUS)

View all positions for Affiance Financial

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Colony
Morgan Stanley
Evergreen Capital Management
Verger Capital Management
UBS Group
Commonwealth Equity Services
Cetera Investment Advisers
Versant Capital Management
Money Design
Financial Advisory Corp
McMahon Financial Advisors
Van Cleef Asset Management
Wells Fargo & Company
LPL Financial

View all funds holding iShares S&P Global Energy Sector