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iShares S&P Global Energy Sector shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck Wealth 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 Keebeck Wealth 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 Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $283k 6.7k 42.07
2024-12-31 $442k 12k 38.18
2024-09-30 $481k 12k 40.48
2024-06-30 $1.4M 35k 41.51
2024-03-31 $2.1M 50k 42.95
2023-12-31 $834k 21k 39.11

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Keebeck Wealth Management

Top funds holding iShares S&P Global Energy Sector

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

View all funds holding iShares S&P Global Energy Sector