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Cornerstone Planning Group’s iShares Global Energy ETF IXC Stock Holding History

Cornerstone Planning Group’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 		$453 Hold
8
– – ﹤0.01% 1673
2025
Q4 		$374 Hold
8
– – ﹤0.01% 1572
2025
Q3 		$332 Sell
8
-13
-62% -$529 ﹤0.01% 1565
2025
Q2 		$837 Hold
21
– – ﹤0.01% 1163
2025
Q1 		$783 Hold
21
– – ﹤0.01% 1185
2024
Q4 		$840 Hold
21
– – ﹤0.01% 1000
2024
Q3 		$847 Sell
21
-101
-83% -$4.14K ﹤0.01% 970
2024
Q2 		$4.8K Sell
122
-305
-71% -$13.1K ﹤0.01% 590
2024
Q1 		$18.3K Sell
427
-400
-48% -$15.8K 0.01% 304
2023
Q4 		$32.3K Buy
+827
New +$32.9K 0.01% 244
2023
Q3 		– Sell
-65
Closed -$2.42K – 1258
2023
Q2 		$2.42K Buy
+65
New +$2.45K ﹤0.01% 1106
2022
Q4 		$2.6K Buy
+65
New +$2.54K ﹤0.01% 1123

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