FP
IXC icon

Fiduciary Planning’s iShares Global Energy ETF IXC Stock Holding History

Fiduciary Planning’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
2026
Q1 		$721K Sell
12,514
-5,392
-30% -$269K 0.22% 44
2025
Q4 		$751K Sell
17,906
-512
-3% -$21.5K 0.23% 44
2025
Q3 		$769K Buy
18,418
+610
+3% +$24.8K 0.24% 46
2025
Q2 		$700K Sell
17,808
-4,752
-21% -$182K 0.23% 45
2025
Q1 		$949K Sell
22,560
-30,372
-57% -$1.22M 0.31% 36
2024
Q4 		$2.02M Sell
52,932
-32,605
-38% -$1.33M 0.66% 29
2024
Q3 		$3.46M Buy
85,537
+4,232
+5% +$174K 1.18% 18
2024
Q2 		$3.37M Sell
81,305
-1,292
-2% -$55.4K 1.21% 20
2024
Q1 		$3.55M Sell
82,597
-41,354
-33% -$1.64M 1.34% 16
2023
Q4 		$4.85M Buy
123,951
+94,774
+325% +$3.77M 2.06% 12
2023
Q3 		$1.2M Buy
+29,177
New +$1.16M 0.57% 27

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
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
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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return