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Corient Private Wealth’s
iShares Global Energy ETF
IXC
Stock Holding History
Corient Private Wealth’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
$2.79M
Sell
64,001
-25,785
-29%
-$1.28M
﹤0.01%
1089
2025
Q4
$3.76M
Buy
89,786
+69,956
+353%
+$2.94M
﹤0.01%
1193
2025
Q3
$828K
Sell
19,830
-8,719
-31%
-$355K
﹤0.01%
1520
2025
Q2
$1.12M
Sell
28,549
-27,705
-49%
-$1.06M
﹤0.01%
1309
2025
Q1
$2.37M
Buy
56,254
+30,236
+116%
+$1.21M
﹤0.01%
918
2024
Q4
$993K
Buy
26,018
+1,389
+6%
+$56.9K
﹤0.01%
1323
2024
Q3
$997K
Buy
24,629
+578
+2%
+$23.7K
﹤0.01%
1410
2024
Q2
$998K
Buy
24,051
+454
+2%
+$19.5K
﹤0.01%
1330
2024
Q1
$1.01M
Buy
23,597
+45
+0.2%
+$1.78K
﹤0.01%
1308
2023
Q4
$921K
Buy
23,552
+153
+0.7%
+$6.08K
﹤0.01%
1318
2023
Q3
$965K
Buy
23,399
+7,910
+51%
+$314K
﹤0.01%
1200
2023
Q2
$577K
Sell
15,489
-108
-0.7%
-$4.07K
﹤0.01%
1391
2023
Q1
$589K
Buy
15,597
+286
+2%
+$11K
﹤0.01%
1305
2022
Q4
$597K
Buy
+15,311
New
+$599K
﹤0.01%
1086
Other funds holding IXC
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$168B AUM
27.2%
1-Year Est. Return
Fisher Asset Management
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$295B AUM
31.6%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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