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iShares S&P Global Energy Sector shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio 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 Envestnet Portfolio 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.5M 118k 38.18
2024-09-30 $4.7M 116k 40.48
2024-06-30 $4.6M 111k 41.51
2024-03-31 $49M 1.1M 42.95
2023-12-31 $42M 1.1M 39.11

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)

View all positions for Envestnet Portfolio Solutions

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Dynasty Wealth Management
Colony
LPL Financial
Evergreen Capital Management
UBS Group
Goldman Sachs Group
Verger Capital Management
Jane Street
Wells Fargo & Company
Versant Capital Management

View all funds holding iShares S&P Global Energy Sector