Forthright Family Wealth Advisory »

iShares S&P Global Energy Sector shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Energy Sector by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $527k 12k 42.95
2023-12-31 $281k 7.2k 39.11

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding iShares S&P Global Energy Sector

Envestnet Asset Management
Fisher Investments
Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
LPL Financial
Hsbc Holdings
Pictet Asset Management Holding SA
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Ameriprise Financial
Colony
GW & Wade

View all funds holding iShares S&P Global Energy Sector