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

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

Historical chart of Napa 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 Napa 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 73k 41.51

More positions owned by Napa Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Pacer Fds Tr Emrg Mkt Cash (ECOW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global Energ Etf (IXC)
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Cre U S Reit Etf (USRT)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Colony
Pictet Asset Management Holding SA
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Envestnet Asset Management
Manufacturers Life Insurance Company
LPL Financial
Jane Street
Ameriprise Financial
UBS Group
Evergreen Capital Management
Connectus Wealth
Sanctuary Advisors

View all funds holding iShares S&P Global Energy Sector