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iShares S&P Global Energy Sector shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private Wealth 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 Watershed Private Wealth 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 58k 42.95

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Large Cap Etf (VV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Watershed Private Wealth

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