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

Certus 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 Q3	$224K	Sell	5,354 -2,249	-30%	-$91.6K	0.13%	55
2025 Q2	$299K	Sell	7,603 -2,489	-25%	-$95.4K	0.19%	51
2025 Q1	$390K	Sell	10,092 -250	-2%	-$10K	0.26%	44
2024 Q4	$416K	Buy	10,342 +1,807	+21%	+$74K	0.28%	43
2024 Q3	$345K	Buy	8,535 +758	+10%	+$31.1K	0.24%	45
2024 Q2	$323K	Sell	7,777 -10,645	-58%	-$456K	0.25%	47
2024 Q1	$790K	Buy	18,422 +4,322	+31%	+$171K	0.63%	33
2023 Q4	$551K	Buy	+14,100	New	+$560K	0.47%	41

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

Certus Wealth Management's IXC Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares Global Energy ETF (IXC) stake by 30% in Q3 2025, selling an estimated $91.6K and leaving 5,354 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #55.

Certus Wealth Management first reported a position in IXC in Q4 2023 and has held it in 8 quarters since. The position peaked at $790K in Q1 2024. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

Certus Wealth Management held 5,354 shares of iShares Global Energy ETF worth $224K as of Q3 2025.
Certus Wealth Management sold 2,249 iShares Global Energy ETF shares in Q3 2025, an estimated $91.6K.
iShares Global Energy ETF made up 0.13% of Certus Wealth Management's portfolio in Q3 2025, its #55 holding.
Certus Wealth Management first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 8 quarters since.
Certus Wealth Management's iShares Global Energy ETF position peaked at $790K in Q1 2024.
283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.