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Avion Wealth’s iShares Global Energy ETF IXC Stock Holding History

Avion 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
2026
Q1 		$8K Hold
144
– – ﹤0.01% 552
2025
Q4 		$6K Hold
144
– – ﹤0.01% 623
2025
Q3 		$6K Hold
144
– – ﹤0.01% 610
2025
Q2 		$5K Hold
144
– – ﹤0.01% 624
2025
Q1 		$5K Hold
144
– – ﹤0.01% 544
2024
Q4 		$5K Hold
144
– – ﹤0.01% 542
2024
Q3 		$5K Hold
144
– – ﹤0.01% 521
2024
Q2 		$5K Hold
144
– – ﹤0.01% 465
2024
Q1 		$7K Hold
144
– – ﹤0.01% 390
2023
Q4 		$6K Hold
144
– – ﹤0.01% 368
2023
Q3 		$5K Hold
144
– – ﹤0.01% 361
2023
Q2 		$5K Hold
144
– – ﹤0.01% 355
2023
Q1 		$5K Hold
144
– – ﹤0.01% 320
2022
Q4 		$4K Hold
144
– – ﹤0.01% 336
2022
Q3 		$5K Sell
144
-101
-41% -$3.54K ﹤0.01% 330
2022
Q2 		$8K Buy
+245
New +$9.17K ﹤0.01% 282

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