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Capital A Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Capital A Wealth Management’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 		$12.1K Buy
+310
New +$11.9K 0.14% 182
2025
Q1 		– Sell
-1,042
Closed -$39.8K – 825
2024
Q4 		$39.8K Buy
+1,042
New +$42.6K 0.07% 168

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
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

Capital A Wealth Management's IXC Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares Global Energy ETF (IXC) in Q2 2025: 310 shares worth $12.1K. The stake represents 0.14% of the portfolio and ranks #182 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in IXC as recently as Q4 2024.

Capital A Wealth Management first reported a position in IXC in Q4 2024 and has held it in 2 quarters since. The position peaked at $39.8K in Q4 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

  • Capital A Wealth Management held 310 shares of iShares Global Energy ETF worth $12.1K as of Q2 2025.
  • iShares Global Energy ETF was a new Capital A Wealth Management position in Q2 2025.
  • iShares Global Energy ETF made up 0.14% of Capital A Wealth Management's portfolio in Q2 2025, its #182 holding.
  • Capital A Wealth Management first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 2 quarters since.
  • Capital A Wealth Management's iShares Global Energy ETF position peaked at $39.8K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.