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

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

Historical chart of Beacon Bridge 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 Beacon Bridge 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 Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $372k 9.2k 40.48
2024-06-30 $1.4M 33k 41.51
2024-03-31 $1.3M 29k 42.95
2023-12-31 $203k 5.2k 39.11

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Beacon Bridge Wealth Partners

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Evergreen Capital Management
Susquehanna International
Jane Street
UBS Group
Wells Fargo & Company
Verger Capital Management
Versant Capital Management
Raymond James Financial Services Advisors
Van Cleef Asset Management
Colony

View all funds holding iShares S&P Global Energy Sector