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Emergent Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

Emergent Wealth Advisors’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
2024
Q3 		– Sell
-5,386
Closed -$224K – 112
2024
Q2 		$224K Sell
5,386
-388
-7% -$16.6K 0.18% 93
2024
Q1 		$255K Buy
+5,774
New +$229K 0.22% 85

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Emergent Wealth Advisors's IXC Position: Q3 2024 in Review

Emergent Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q3 2024, closing a stake of 5,386 shares — an estimated $224K sold.

Emergent Wealth Advisors first reported a position in IXC in Q1 2024 and held it in 2 quarters. The position peaked at $255K in Q1 2024. 369 funds tracked by Wall St. Rank hold IXC as of Q3 2024.

  • Emergent Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Emergent Wealth Advisors sold 5,386 iShares Global Energy ETF shares in Q3 2024, an estimated $224K.
  • Emergent Wealth Advisors first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 2 quarters.
  • Emergent Wealth Advisors's iShares Global Energy ETF position peaked at $255K in Q1 2024.
  • 369 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2024.

Based on Emergent Wealth Advisors's 13F filing for Q3 2024, filed 16 Dec 2025.