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Coppell Advisory Solutions’s iShares Global Energy ETF IXC Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-28
Closed -$1.05K – 1111
2024
Q4 		$1.05K Hold
28
– – ﹤0.01% 1656
2024
Q3 		$1.13K Hold
28
– – ﹤0.01% 1558
2024
Q2 		$1.16K Buy
+28
New +$1.2K ﹤0.01% 1481
2023
Q4 		$40.7K Buy
+1,041
New +$41.4K 0.01% 540

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coppell Advisory Solutions's IXC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 28 shares — an estimated $1.05K sold.

Coppell Advisory Solutions first reported a position in IXC in Q4 2023 and held it in 4 quarters. The position peaked at $40.7K in Q4 2023. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 28 iShares Global Energy ETF shares in Q1 2025, an estimated $1.05K.
  • Coppell Advisory Solutions first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's iShares Global Energy ETF position peaked at $40.7K in Q4 2023.
  • 322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.