AF
IXC icon

Advisornet Financial’s iShares Global Energy ETF IXC Stock Holding History

Advisornet Financial’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 		$8.7K Hold
151
– – ﹤0.01% 1582
2025
Q4 		$6.33K Sell
151
-11
-7% -$462 ﹤0.01% 1677
2025
Q3 		$6.76K Hold
162
– – ﹤0.01% 1628
2025
Q2 		$6.37K Hold
162
– – ﹤0.01% 1610
2025
Q1 		$6.82K Hold
162
– – ﹤0.01% 1529
2024
Q4 		$6.18K Sell
162
-182
-53% -$7.45K ﹤0.01% 1438
2024
Q3 		$13.9K Sell
344
-54
-14% -$2.21K ﹤0.01% 1323
2024
Q2 		$16.5K Sell
398
-60,282
-99% -$2.58M ﹤0.01% 1159
2024
Q1 		$2.61M Buy
60,680
+46,649
+332% +$1.85M 0.25% 99
2023
Q4 		$549K Buy
+14,031
New +$558K 0.05% 300
2019
Q1 		– Sell
-121
Closed -$4K – 1616
2018
Q4 		$4K Hold
121
– – ﹤0.01% 1271
2018
Q3 		$5K Buy
+121
New +$4.47K ﹤0.01% 1280

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
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