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

FAS 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 Q3	–	Sell	-1,330	Closed	-$52.3K	–	476
2025 Q2	$52.3K	Hold	1,330	–	–	﹤0.01%	366
2025 Q1	$56K	Hold	1,330	–	–	﹤0.01%	336
2024 Q4	$50.8K	Sell	1,330 -1,000	-43%	-$40.9K	﹤0.01%	348
2024 Q3	$94.3K	Hold	2,330	–	–	0.01%	328
2024 Q2	$96.7K	Hold	2,330	–	–	0.01%	312
2024 Q1	$100K	Hold	2,330	–	–	0.01%	316
2023 Q4	$91.1K	Hold	2,330	–	–	0.01%	314
2023 Q3	$96.1K	Hold	2,330	–	–	0.01%	301
2023 Q2	$86.7K	Hold	2,330	–	–	0.01%	292
2023 Q1	$88K	Hold	2,330	–	–	0.01%	310
2022 Q4	$90.8K	Hold	2,330	–	–	0.01%	302
2022 Q3	$78K	Hold	2,330	–	–	0.01%	306
2022 Q2	$79K	Hold	2,330	–	–	0.01%	309
2022 Q1	$84K	Hold	2,330	–	–	0.01%	311
2021 Q4	$64K	Sell	2,330 -500	-18%	-$14.2K	0.01%	329
2021 Q3	$76K	Hold	2,830	–	–	0.01%	323
2021 Q2	$75K	Hold	2,830	–	–	0.01%	309
2021 Q1	$70K	Hold	2,830	–	–	0.01%	290
2020 Q4	$57K	Hold	2,830	–	–	0.01%	286
2020 Q3	$46K	Hold	2,830	–	–	0.01%	271
2020 Q2	$55K	Buy	2,830 +2,330	+466%	+$45.5K	0.01%	256
2020 Q1	$8K	Buy	+500	New	+$12.5K	﹤0.01%	280

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

FAS Wealth Partners's IXC Position: Q3 2025 in Review

FAS Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q3 2025, closing a stake of 1,330 shares — an estimated $52.3K sold.

FAS Wealth Partners first reported a position in IXC in Q1 2020 and held it in 22 quarters. The position peaked at $100K in Q1 2024. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

FAS Wealth Partners reported no remaining iShares Global Energy ETF position as of Q3 2025 after selling out during the quarter.
FAS Wealth Partners sold 1,330 iShares Global Energy ETF shares in Q3 2025, an estimated $52.3K.
FAS Wealth Partners first reported a position in iShares Global Energy ETF in Q1 2020 and held it in 22 quarters.
FAS Wealth Partners's iShares Global Energy ETF position peaked at $100K in Q1 2024.
283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on FAS Wealth Partners's 13F filing for Q3 2025, filed 29 Oct 2025.