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iShares S&P Global Energy Sector shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment Management 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 Breakwater Investment Management 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 Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $21k 513 41.51
2024-06-30 $21k 513 41.51
2024-03-31 $22k 513 42.95

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
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Jpmorgan Chase & Co
Envestnet Asset Management
Manufacturers Life Insurance Company
LPL Financial
Susquehanna International
Jane Street
Wells Fargo & Company
Verger Capital Management
Versant Capital Management
Goldman Sachs Group
Raymond James Financial Services Advisors
Money Design

View all funds holding iShares S&P Global Energy Sector