Atticus Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Atticus Wealth 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
2025 Q3	–	Sell	-12	Closed	-$472	–	419
2025 Q2	$472	Hold	12	–	–	﹤0.01%	640
2025 Q1	$505	Hold	12	–	–	﹤0.01%	482
2024 Q4	$459	Hold	12	–	–	﹤0.01%	502
2024 Q3	$486	Sell	12 -40	-77%	-$1.64K	﹤0.01%	497
2024 Q2	$2.16K	Sell	52 -176	-77%	-$7.54K	﹤0.01%	459
2024 Q1	$9.79K	Buy	228 +60	+36%	+$2.38K	﹤0.01%	401
2023 Q4	$6.57K	Buy	+168	New	+$6.68K	﹤0.01%	435

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VCM

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

Atticus Wealth Management's IXC Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares Global Energy ETF (IXC) in Q3 2025, closing a stake of 12 shares — an estimated $472 sold.

Atticus Wealth Management first reported a position in IXC in Q4 2023 and held it in 7 quarters. The position peaked at $9.79K in Q1 2024. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

Atticus Wealth Management reported no remaining iShares Global Energy ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 12 iShares Global Energy ETF shares in Q3 2025, an estimated $472.
Atticus Wealth Management first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 7 quarters.
Atticus Wealth Management's iShares Global Energy ETF position peaked at $9.79K in Q1 2024.
283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.