Clal Insurance’s iShares Global Energy ETF IXC Stock Holding History

Clal Insurance’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	–	Sell	-6,500	Closed	-$273K	–	210
2025 Q1	$273K	Buy	+6,500	New	+$261K	﹤0.01%	109
2024 Q4	–	Sell	-25,000	Closed	-$1.01M	–	200
2024 Q3	$1.01M	Hold	25,000	–	–	0.01%	94
2024 Q2	$1.04M	Sell	25,000 -20,000	-44%	-$857K	0.01%	92
2024 Q1	$1.93M	Sell	45,000 -7,000	-13%	-$277K	0.02%	96
2023 Q4	$2.03M	Buy	+52,000	New	+$2.07M	0.03%	89

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

VCM

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

Clal Insurance's IXC Position: Q2 2025 in Review

Clal Insurance sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 6,500 shares — an estimated $273K sold.

Clal Insurance first reported a position in IXC in Q4 2023 and held it in 5 quarters. The position peaked at $2.03M in Q4 2023. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Clal Insurance reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Clal Insurance sold 6,500 iShares Global Energy ETF shares in Q2 2025, an estimated $273K.
Clal Insurance first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 5 quarters.
Clal Insurance's iShares Global Energy ETF position peaked at $2.03M in Q4 2023.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Clal Insurance's 13F filing for Q2 2025, filed 12 Aug 2025.