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

Aviso 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
2025
Q3 		– Sell
-215
Closed -$8.44K – 358
2025
Q2 		$8.44K Buy
+215
New +$8.24K ﹤0.01% 291

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 $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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
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

Aviso Financial's IXC Position: Q3 2025 in Review

Aviso Financial sold out of iShares Global Energy ETF (IXC) in Q3 2025, closing a stake of 215 shares — an estimated $8.44K sold.

Aviso Financial first reported a position in IXC in Q2 2025 and held it in 1 quarter. The position peaked at $8.44K in Q2 2025. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

  • Aviso Financial reported no remaining iShares Global Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Aviso Financial sold 215 iShares Global Energy ETF shares in Q3 2025, an estimated $8.44K.
  • Aviso Financial first reported a position in iShares Global Energy ETF in Q2 2025 and held it in 1 quarter.
  • Aviso Financial's iShares Global Energy ETF position peaked at $8.44K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Aviso Financial's 13F filing for Q3 2025, filed 12 Nov 2025.