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Capasso Planning Partners’s iShares Global Energy ETF IXC Stock Holding History

Capasso Planning 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
Q3 		– Sell
-5,576
Closed -$219K – 77
2025
Q2 		$219K Sell
5,576
-2,149
-28% -$82.4K 0.12% 78
2025
Q1 		$325K Sell
7,725
-3,474
-31% -$139K 0.14% 83
2024
Q4 		$428K Sell
11,199
-12,887
-54% -$527K 0.17% 80
2024
Q3 		$975K Sell
24,086
-8,175
-25% -$335K 0.29% 60
2024
Q2 		$1.34M Buy
+32,261
New +$1.38M 0.43% 51

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 $4.62B AUM 25.58% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Capasso Planning Partners's IXC Position: Q3 2025 in Review

Capasso Planning Partners sold out of iShares Global Energy ETF (IXC) in Q3 2025, closing a stake of 5,576 shares — an estimated $219K sold.

Capasso Planning Partners first reported a position in IXC in Q2 2024 and held it in 5 quarters. The position peaked at $1.34M in Q2 2024. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

  • Capasso Planning Partners reported no remaining iShares Global Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 5,576 iShares Global Energy ETF shares in Q3 2025, an estimated $219K.
  • Capasso Planning Partners first reported a position in iShares Global Energy ETF in Q2 2024 and held it in 5 quarters.
  • Capasso Planning Partners's iShares Global Energy ETF position peaked at $1.34M in Q2 2024.
  • 283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Capasso Planning Partners's 13F filing for Q3 2025, filed 12 Nov 2025.