Cardinal Strategic Wealth Guidance’s iShares Global Energy ETF IXC Stock Holding History

Cardinal Strategic Wealth Guidance’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	-8,045	Closed	-$316K	–	62
2025 Q2	$316K	Sell	8,045 -26,963	-77%	-$1.03M	0.09%	45
2025 Q1	$1.47M	Sell	35,008 -9,331	-21%	-$375K	0.47%	20
2024 Q4	$1.69M	Sell	44,339 -867	-2%	-$35.5K	0.54%	19
2024 Q3	$1.83M	Buy	45,206 +2,075	+5%	+$85.1K	0.6%	17
2024 Q2	$1.79M	Sell	43,131 -30,346	-41%	-$1.3M	0.65%	17
2024 Q1	$3.16M	Buy	73,477 +6,667	+10%	+$264K	1.19%	15
2023 Q4	$2.61M	Buy	+66,810	New	+$2.66M	1.04%	17

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cardinal Strategic Wealth Guidance's IXC Position: Q3 2025 in Review

Cardinal Strategic Wealth Guidance sold out of iShares Global Energy ETF (IXC) in Q3 2025, closing a stake of 8,045 shares — an estimated $316K sold.

Cardinal Strategic Wealth Guidance first reported a position in IXC in Q4 2023 and held it in 7 quarters. The position peaked at $3.16M in Q1 2024. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

Cardinal Strategic Wealth Guidance reported no remaining iShares Global Energy ETF position as of Q3 2025 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 8,045 iShares Global Energy ETF shares in Q3 2025, an estimated $316K.
Cardinal Strategic Wealth Guidance first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 7 quarters.
Cardinal Strategic Wealth Guidance's iShares Global Energy ETF position peaked at $3.16M in Q1 2024.
283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q3 2025, filed 22 Oct 2025.