CIBC Private Wealth Group’s iShares Global Energy ETF IXC Stock Holding History

CIBC Private Wealth Group’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 Q4	$138K	Sell	3,302 -21	-0.6%	-$882	﹤0.01%	1365
2025 Q3	$139K	Hold	3,323	–	–	﹤0.01%	1340
2025 Q2	$131K	Sell	3,323 -638	-16%	-$24.5K	﹤0.01%	1286
2025 Q1	$137K	Sell	3,961 -230	-5%	-$9.23K	﹤0.01%	1222
2024 Q4	$165K	Hold	4,191	–	–	﹤0.01%	1229
2024 Q3	$170K	Hold	4,191	–	–	﹤0.01%	1270
2024 Q2	$173K	Hold	4,191	–	–	﹤0.01%	1170
2024 Q1	$181K	Buy	+4,191	New	+$166K	﹤0.01%	1163
2020 Q1	–	Sell	-9,045	Closed	-$279K	–	888
2019 Q4	$279K	Sell	9,045 -1,800	-17%	-$55.2K	﹤0.01%	812
2019 Q3	$331K	Sell	10,845 -2,055	-16%	-$63K	﹤0.01%	765
2019 Q2	$419K	Sell	12,900 -1,560	-11%	-$51.3K	﹤0.01%	748
2019 Q1	$487K	Hold	14,460	–	–	﹤0.01%	737
2018 Q4	$424K	Hold	14,460	–	–	﹤0.01%	712
2018 Q3	$545K	Sell	14,460 -5,689	-28%	-$210K	﹤0.01%	758
2018 Q2	$753K	Sell	20,149 -111	-0.5%	-$4.11K	﹤0.01%	699
2018 Q1	$688K	Sell	20,260 -850	-4%	-$29.8K	﹤0.01%	715
2017 Q4	$750K	Hold	21,110	–	–	﹤0.01%	703
2017 Q3	$718K	Buy	+21,110	New	+$672K	﹤0.01%	707

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $341M AUM 19.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIBC Private Wealth Group's IXC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares Global Energy ETF (IXC) stake by 0.63% in Q4 2025, selling an estimated $882 and leaving 3,302 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

CIBC Private Wealth Group first reported a position in IXC in Q3 2017 and has held it in 18 quarters since. The position peaked at $753K in Q2 2018. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

CIBC Private Wealth Group held 3,302 shares of iShares Global Energy ETF worth $138K as of Q4 2025.
CIBC Private Wealth Group sold 21 iShares Global Energy ETF shares in Q4 2025, an estimated $882.
iShares Global Energy ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1365 holding.
CIBC Private Wealth Group first reported a position in iShares Global Energy ETF in Q3 2017 and has held it in 18 quarters since.
CIBC Private Wealth Group's iShares Global Energy ETF position peaked at $753K in Q2 2018.
296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.