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Benjamin Edwards Inc’s iShares Global Energy ETF IXC Stock Holding History

Benjamin Edwards Inc’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
-7,740
Closed -$295K – 1125
2024
Q4 		$295K Buy
7,740
+38
+0.5% +$1.55K ﹤0.01% 976
2024
Q3 		$312K Buy
+7,702
New +$316K ﹤0.01% 936

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Benjamin Edwards Inc's IXC Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 7,740 shares — an estimated $295K sold.

Benjamin Edwards Inc first reported a position in IXC in Q3 2024 and held it in 2 quarters. The position peaked at $312K in Q3 2024. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 7,740 iShares Global Energy ETF shares in Q1 2025, an estimated $295K.
  • Benjamin Edwards Inc first reported a position in iShares Global Energy ETF in Q3 2024 and held it in 2 quarters.
  • Benjamin Edwards Inc's iShares Global Energy ETF position peaked at $312K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.