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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
2025-12-31 $2.4M 58k 41.85
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 Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Activepassive Us (APUE)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Portfolio Solutions

Top funds holding iShares S&P Global Energy Sector

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

View all funds holding iShares S&P Global Energy Sector