AFM
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Abbot Financial Management’s iShares Global Energy ETF IXC Stock Holding History

Abbot Financial Management’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
2026
Q1 		$952K Hold
16,519
– – 0.4% 73
2025
Q4 		$693K Sell
16,519
-3,975
-19% -$167K 0.29% 90
2025
Q3 		$856K Buy
20,494
+767
+4% +$31.2K 0.37% 71
2025
Q2 		$775K Buy
19,727
+69
+0.4% +$2.65K 0.36% 79
2025
Q1 		$827K Sell
19,658
-370
-2% -$14.8K 0.43% 66
2024
Q4 		$765K Buy
20,028
+39
+0.2% +$1.6K 0.38% 72
2024
Q3 		$809K Buy
19,989
+1,425
+8% +$58.5K 0.41% 65
2024
Q2 		$771K Buy
18,564
+4,564
+33% +$196K 0.41% 64
2024
Q1 		$601K Buy
14,000
+260
+2% +$10.3K 0.33% 83
2023
Q4 		$537K Buy
+13,740
New +$546K 0.32% 82

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Morgan Stanley
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Fidelity International
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Bank of America
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
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VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return