Beacon Bridge Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

Beacon Bridge Wealth Partners’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 Q4	–	Sell	-5,976	Closed	-$249K	–	100
2025 Q3	$249K	Sell	5,976 -242	-4%	-$9.85K	0.09%	81
2025 Q2	$244K	Sell	6,218 -63	-1%	-$2.42K	0.1%	76
2025 Q1	$264K	Sell	6,281 -3,322	-35%	-$133K	0.11%	79
2024 Q4	$367K	Buy	9,603 +425	+5%	+$17.4K	0.16%	69
2024 Q3	$372K	Sell	9,178 -23,711	-72%	-$973K	0.16%	65
2024 Q2	$1.37M	Buy	32,889 +3,509	+12%	+$150K	0.63%	41
2024 Q1	$1.26M	Buy	29,380 +24,196	+467%	+$958K	0.6%	43
2023 Q4	$203K	Buy	+5,184	New	+$206K	0.1%	105

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

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

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

ECM

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

VCM

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

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Beacon Bridge Wealth Partners's IXC Position: Q4 2025 in Review

Beacon Bridge Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q4 2025, closing a stake of 5,976 shares — an estimated $249K sold.

Beacon Bridge Wealth Partners first reported a position in IXC in Q4 2023 and held it in 8 quarters. The position peaked at $1.37M in Q2 2024. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

Beacon Bridge Wealth Partners reported no remaining iShares Global Energy ETF position as of Q4 2025 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 5,976 iShares Global Energy ETF shares in Q4 2025, an estimated $249K.
Beacon Bridge Wealth Partners first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 8 quarters.
Beacon Bridge Wealth Partners's iShares Global Energy ETF position peaked at $1.37M in Q2 2024.
296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on Beacon Bridge Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.