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

Avior 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 Q1	–	Sell	-992	Closed	-$37.9K	–	1547
2024 Q4	$37.9K	Buy	992 +161	+19%	+$6.59K	﹤0.01%	1233
2024 Q3	$33.6K	Sell	831 -206	-20%	-$8.45K	﹤0.01%	1258
2024 Q2	$43K	Sell	1,037 -760	-42%	-$32.6K	﹤0.01%	1144
2024 Q1	$77.2K	Buy	+1,797	New	+$71.2K	﹤0.01%	1060

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avior Wealth Management's IXC Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 992 shares — an estimated $37.9K sold.

Avior Wealth Management first reported a position in IXC in Q1 2024 and held it in 4 quarters. The position peaked at $77.2K in Q1 2024. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Avior Wealth Management reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 992 iShares Global Energy ETF shares in Q1 2025, an estimated $37.9K.
Avior Wealth Management first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 4 quarters.
Avior Wealth Management's iShares Global Energy ETF position peaked at $77.2K in Q1 2024.
323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.