5T Wealth’s iShares Global Energy ETF IXC Stock Holding History

5T Wealth’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,412	Closed	-$396K	–	105
2025 Q1	$396K	Sell	9,412 -4,856	-34%	-$195K	0.21%	80
2024 Q4	$545K	Buy	+14,268	New	+$584K	0.3%	71

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

5T Wealth's IXC Position: Q2 2025 in Review

5T Wealth sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 9,412 shares — an estimated $396K sold.

5T Wealth first reported a position in IXC in Q4 2024 and held it in 2 quarters. The position peaked at $545K in Q4 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

5T Wealth reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
5T Wealth sold 9,412 iShares Global Energy ETF shares in Q2 2025, an estimated $396K.
5T Wealth first reported a position in iShares Global Energy ETF in Q4 2024 and held it in 2 quarters.
5T Wealth's iShares Global Energy ETF position peaked at $545K in Q4 2024.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on 5T Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.