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Bright Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Bright Financial Advisors’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
2026
Q1 		$288K Hold
5,000
– – 0.13% 52
2025
Q4 		$210K Hold
5,000
– – 0.1% 61
2025
Q3 		$209K Buy
+5,000
New +$204K 0.1% 61
2025
Q2 		– Sell
-5,000
Closed -$210K – 57
2025
Q1 		$210K Buy
+5,000
New +$201K 0.13% 53
2024
Q4 		– Sell
-5,000
Closed -$202K – 56
2024
Q3 		$202K Hold
5,000
– – 0.13% 52
2024
Q2 		$208K Sell
5,000
-3
-0.1% -$129 0.15% 46
2024
Q1 		$214K Buy
+5,003
New +$198K 0.16% 45

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Bank of America
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Focus Partners Wealth
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ECM
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VCM
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VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return