Buttonwood Financial Group’s iShares Global Energy ETF IXC Stock Holding History

Buttonwood Financial Group’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	-39,008	Closed	-$1.57M	–	32
2024 Q4	$1.57M	Buy	39,008 +1,279	+3%	+$52.3K	0.87%	16
2024 Q3	$1.53M	Buy	37,729 +551	+1%	+$22.6K	0.92%	14
2024 Q2	$1.55M	Sell	37,178 -75,403	-67%	-$3.23M	0.88%	18
2024 Q1	$4.84M	Buy	112,581 +35,514	+46%	+$1.41M	2.86%	10
2023 Q4	$3.01M	Sell	77,067 -10,178	-12%	-$405K	2.19%	11
2023 Q3	$3.52M	Buy	+87,245	New	+$3.46M	2.57%	13

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

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

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

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 $1.12B AUM 34.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Buttonwood Financial Group's IXC Position: Q1 2025 in Review

Buttonwood Financial Group sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 39,008 shares — an estimated $1.57M sold.

Buttonwood Financial Group first reported a position in IXC in Q3 2023 and held it in 6 quarters. The position peaked at $4.84M in Q1 2024. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Buttonwood Financial Group reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
Buttonwood Financial Group sold 39,008 iShares Global Energy ETF shares in Q1 2025, an estimated $1.57M.
Buttonwood Financial Group first reported a position in iShares Global Energy ETF in Q3 2023 and held it in 6 quarters.
Buttonwood Financial Group's iShares Global Energy ETF position peaked at $4.84M in Q1 2024.
322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Buttonwood Financial Group's 13F filing for Q1 2025, filed 14 Apr 2025.