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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
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 Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Beacon Bridge Wealth Partners

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