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iShares S&P Global Energy Sector shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in iShares S&P Global Energy Sector

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All positions including iShares S&P Global Energy Sector held by Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $68k 1.6k 41.75
2025-06-30 $64k 1.6k 39.29
2025-03-31 $67k 1.6k 42.08
2024-12-31 $61k 1.6k 38.19

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Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Colony
Morgan Stanley
Evergreen Capital Management
Verger Capital Management
UBS Group
Commonwealth Equity Services
Cetera Investment Advisers
Versant Capital Management
Money Design
Financial Advisory Corp
McMahon Financial Advisors
Van Cleef Asset Management
Wells Fargo & Company
LPL Financial

View all funds holding iShares S&P Global Energy Sector