Cerity Partners’s iShares Global Energy ETF IXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$523K Sell
2025
Q2
$680K Sell
2025
Q1
$850K Buy
2024
Q4
$767K Buy
2024
Q3
$507K Sell
2024
Q2
$548K Sell
2024
Q1
$575K Sell
2023
Q4
$765K Sell
2023
Q3
$1.42M Buy
2023
Q2
$649K Sell
2023
Q1
$1.58M Sell
2022
Q4
$1.74M Buy