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Clearstead Advisors’s iShares Global Energy ETF IXC Stock Holding History

Clearstead Advisors’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
2026
Q1 		$143K Buy
2,479
+1,751
+241% +$87.2K ﹤0.01% 1057
2025
Q4 		$30.5K Buy
+728
New +$30.6K ﹤0.01% 1575
2020
Q2 		– Sell
-1,243
Closed -$21K – 811
2020
Q1 		$21K Sell
1,243
-8,672
-87% -$216K ﹤0.01% 499
2019
Q4 		$306K Buy
+9,915
New +$304K 0.04% 219
2018
Q2 		– Sell
-6,065
Closed -$206K – 226
2018
Q1 		$206K Hold
6,065
– – 0.03% 216
2017
Q4 		$216K Hold
6,065
– – 0.03% 212
2017
Q3 		$206K Buy
+6,065
New +$193K 0.03% 237
2017
Q2 		– Sell
-6,065
Closed -$201K – 239
2017
Q1 		$201K Hold
6,065
– – 0.03% 213
2016
Q4 		$211K Buy
+6,065
New +$204K 0.03% 199

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return