FGC
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Financial Gravity Companies’s iShares Global Energy ETF IXC Stock Holding History

Financial Gravity Companies’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
Q2 		$1.22K Buy
+31
New +$1.19K ﹤0.01% 791
2024
Q4 		$1.18K Hold
31
– – ﹤0.01% 803
2024
Q3 		$1.25K Buy
+31
New +$1.27K ﹤0.01% 548

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Financial Gravity Companies's IXC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Global Energy ETF (IXC) in Q2 2025: 31 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IXC as recently as Q4 2024.

Financial Gravity Companies first reported a position in IXC in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.25K in Q3 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

  • Financial Gravity Companies held 31 shares of iShares Global Energy ETF worth $1.22K as of Q2 2025.
  • iShares Global Energy ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Global Energy ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #791 holding.
  • Financial Gravity Companies first reported a position in iShares Global Energy ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares Global Energy ETF position peaked at $1.25K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.