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Coldstream Capital Management’s iShares Global Energy ETF IXC Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-132
Closed -$5.55K – 2217
2025
Q1 		$5.55K Buy
+132
New +$5.3K ﹤0.01% 2645

Other funds holding IXC

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Bank of America
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Coldstream Capital Management's IXC Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 132 shares — an estimated $5.55K sold.

Coldstream Capital Management first reported a position in IXC in Q1 2025 and held it in 1 quarter. The position peaked at $5.55K in Q1 2025. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 132 iShares Global Energy ETF shares in Q2 2025, an estimated $5.55K.
  • Coldstream Capital Management first reported a position in iShares Global Energy ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares Global Energy ETF position peaked at $5.55K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.