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

Balance 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
2025 Q2	–	Sell	-8,921	Closed	-$375K	–	112
2025 Q1	$375K	Buy	+8,921	New	+$358K	0.24%	86

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 $5.7B AUM 32.06% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Balance Wealth's IXC Position: Q2 2025 in Review

Balance Wealth sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 8,921 shares — an estimated $375K sold.

Balance Wealth first reported a position in IXC in Q1 2025 and held it in 1 quarter. The position peaked at $375K in Q1 2025. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Balance Wealth reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Balance Wealth sold 8,921 iShares Global Energy ETF shares in Q2 2025, an estimated $375K.
Balance Wealth first reported a position in iShares Global Energy ETF in Q1 2025 and held it in 1 quarter.
Balance Wealth's iShares Global Energy ETF position peaked at $375K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Balance Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.