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iShares S&P Global Energy Sector shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $795k 20k 40.48
2024-06-30 $822k 20k 41.51
2024-03-31 $848k 20k 42.95
2023-12-31 $769k 20k 39.11
2023-09-30 $828k 20k 41.26
2023-06-30 $767k 21k 37.22
2023-03-31 $788k 21k 37.76
2022-12-31 $750k 19k 38.99

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Envestnet Asset Management
Manufacturers Life Insurance Company
LPL Financial
Susquehanna International
Jane Street
Wells Fargo & Company
Verger Capital Management
Versant Capital Management
Goldman Sachs Group
Raymond James Financial Services Advisors
Money Design

View all funds holding iShares S&P Global Energy Sector