Cyndeo Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

Cyndeo Wealth Partners’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	-18,742	Closed	-$716K	–	467
2024 Q4	$716K	Buy	+18,742	New	+$767K	0.05%	254
2024 Q3	–	Sell	-8,798	Closed	-$365K	–	455
2024 Q2	$365K	Sell	8,798 -4,238	-33%	-$182K	0.03%	313
2024 Q1	$560K	Buy	13,036 +2,562	+24%	+$101K	0.05%	252
2023 Q4	$410K	Buy	+10,474	New	+$416K	0.04%	269

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cyndeo Wealth Partners's IXC Position: Q1 2025 in Review

Cyndeo Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 18,742 shares — an estimated $716K sold.

Cyndeo Wealth Partners first reported a position in IXC in Q4 2023 and held it in 4 quarters. The position peaked at $716K in Q4 2024. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Cyndeo Wealth Partners reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 18,742 iShares Global Energy ETF shares in Q1 2025, an estimated $716K.
Cyndeo Wealth Partners first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 4 quarters.
Cyndeo Wealth Partners's iShares Global Energy ETF position peaked at $716K in Q4 2024.
323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.