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

Evolution 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
2025
Q3 		– Sell
-8,500
Closed -$334K – 173
2025
Q2 		$334K Buy
+8,500
New +$326K 0.05% 123

Other funds holding IXC

Fisher Asset Management
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Evolution Wealth Advisors's IXC Position: Q3 2025 in Review

Evolution Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q3 2025, closing a stake of 8,500 shares — an estimated $334K sold.

Evolution Wealth Advisors first reported a position in IXC in Q2 2025 and held it in 1 quarter. The position peaked at $334K in Q2 2025. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

  • Evolution Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 8,500 iShares Global Energy ETF shares in Q3 2025, an estimated $334K.
  • Evolution Wealth Advisors first reported a position in iShares Global Energy ETF in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Advisors's iShares Global Energy ETF position peaked at $334K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Evolution Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.