Atlantic Private Wealth »

iShares S&P Global Energy Sector shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Energy Sector by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $554k 14k 39.11
2023-09-30 $584k 14k 41.26
2023-06-30 $527k 14k 37.22
2023-03-31 $676k 18k 37.76
2022-12-31 $698k 18k 38.99
2022-09-30 $597k 18k 33.34
2022-06-30 $607k 18k 33.89
2022-03-31 $647k 18k 36.13
2021-12-31 $493k 18k 27.53

More positions owned by Atlantic Private Wealth

Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
Vanguard Extended Etf (VXF)
Vanguard World Etf (ESGV)
iShares TR Ibonds 24 Etf (IBTE)
Select Sector SPDR Etf (XLE)
iShares TR Esg Awr Etf (EAGG)
Ishares Ibonds Dec 2025 Term T (IBTF)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
iShares TR 0-3 MNTH Etf (SGOV)
iShares S&P 500 Etf (IVV)
Vanguard Intl Equity Etf (VEU)
Ishares Ibonds Dec 2029 Term T (IBTJ)

View all positions for Atlantic Private Wealth

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