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Avalon Trust’s iShares Global Energy ETF IXC Stock Holding History

Avalon Trust’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
-2,575
Closed -$108K – 435
2025
Q1 		$108K Buy
+2,575
New +$103K 0.01% 177

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Avalon Trust's IXC Position: Q2 2025 in Review

Avalon Trust sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 2,575 shares — an estimated $108K sold.

Avalon Trust first reported a position in IXC in Q1 2025 and held it in 1 quarter. The position peaked at $108K in Q1 2025. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

  • Avalon Trust reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Avalon Trust sold 2,575 iShares Global Energy ETF shares in Q2 2025, an estimated $108K.
  • Avalon Trust first reported a position in iShares Global Energy ETF in Q1 2025 and held it in 1 quarter.
  • Avalon Trust's iShares Global Energy ETF position peaked at $108K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Avalon Trust's 13F filing for Q2 2025, filed 8 Aug 2025.