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iShares S&P Global Energy Sector shares owned by BFI Wealth Solutions

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

Historical chart of BFI Wealth Solutions 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 BFI Wealth Solutions 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 BFI Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $277k 6.6k 41.94

More positions owned by BFI Wealth Solutions

Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)
Schwab Strategic Tr Fundamental Intl (FNDF)
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Fundamental Intl (FNDC)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr U S Equity Factr (LRGF)

View all positions for BFI Wealth Solutions

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Colony
Evergreen Capital Management
Verger Capital Management
UBS Group
Versant Capital Management
Cetera Investment Advisers
Commonwealth Equity Services
McMahon Financial Advisors
Financial Advisory Corp
Van Cleef Asset Management
LPL Financial
Strategic Wealth Designers
Wells Fargo & Company
Raymond James Financial

View all funds holding iShares S&P Global Energy Sector