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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.7K	Sell	551 -73	-12%	-$3.64K	﹤0.01%	2216
2025 Q4	$26.2K	Sell	624 -54	-8%	-$2.27K	﹤0.01%	2208
2025 Q3	$28.3K	Sell	678 -218	-24%	-$8.88K	﹤0.01%	2100
2025 Q2	$35.2K	Sell	896 -666	-43%	-$25.5K	﹤0.01%	1863
2025 Q1	$65.7K	Sell	1,562 -230	-13%	-$9.23K	﹤0.01%	1100
2024 Q4	$68.4K	Sell	1,792 -347	-16%	-$14.2K	﹤0.01%	1047
2024 Q3	$86.6K	Sell	2,139 -2,644	-55%	-$108K	0.01%	848
2024 Q2	$202K	Buy	4,783 +2,031	+74%	+$87K	0.01%	552
2024 Q1	$119K	Buy	2,752 +591	+27%	+$23.4K	0.01%	649
2023 Q4	$84.5K	Buy	+2,161	New	+$85.9K	0.01%	698
2022 Q3	–	Sell	-118	Closed	-$4K	–	2042
2022 Q2	$4K	Sell	118 -15	-11%	-$562	﹤0.01%	1326
2022 Q1	$5K	Sell	133 -85	-39%	-$2.82K	﹤0.01%	1255
2021 Q4	$6K	Buy	+218	New	+$6.18K	﹤0.01%	1182