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Bristlecone Advisors’s iShares Global Energy ETF IXC Stock Holding History

Bristlecone 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
2025
Q2 		– Sell
-1,400
Closed -$58.9K – 327
2025
Q1 		$58.9K Hold
1,400
– – ﹤0.01% 311
2024
Q4 		$53.5K Hold
1,400
– – ﹤0.01% 312
2024
Q3 		$56.7K Buy
+1,400
New +$57.4K ﹤0.01% 317

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 $5.7B AUM 32.06% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
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

Bristlecone Advisors's IXC Position: Q2 2025 in Review

Bristlecone Advisors sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 1,400 shares — an estimated $58.9K sold.

Bristlecone Advisors first reported a position in IXC in Q3 2024 and held it in 3 quarters. The position peaked at $58.9K in Q1 2025. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

  • Bristlecone Advisors reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 1,400 iShares Global Energy ETF shares in Q2 2025, an estimated $58.9K.
  • Bristlecone Advisors first reported a position in iShares Global Energy ETF in Q3 2024 and held it in 3 quarters.
  • Bristlecone Advisors's iShares Global Energy ETF position peaked at $58.9K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.