Financial Life Advisors’s iShares Global Energy ETF IXC Stock Holding History

Financial Life 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 Q2	–	Sell	-24,755	Closed	-$1.04M	–	50
2025 Q1	$1.04M	Sell	24,755 -30,038	-55%	-$1.21M	0.39%	28
2024 Q4	$2.09M	Buy	54,793 +3,596	+7%	+$147K	0.79%	20
2024 Q3	$2.07M	Buy	51,197 +2,569	+5%	+$105K	0.78%	20
2024 Q2	$2.02M	Buy	48,628 +6,360	+15%	+$273K	0.82%	20
2024 Q1	$1.82M	Buy	42,268 +7,254	+21%	+$287K	0.76%	20
2023 Q4	$1.37M	Buy	+35,014	New	+$1.39M	0.59%	29

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 $5.7B AUM 32.06% 1-Year Est. Return

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

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Financial Life Advisors's IXC Position: Q2 2025 in Review

Financial Life Advisors sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 24,755 shares — an estimated $1.04M sold.

Financial Life Advisors first reported a position in IXC in Q4 2023 and held it in 6 quarters. The position peaked at $2.09M in Q4 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Financial Life Advisors reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Financial Life Advisors sold 24,755 iShares Global Energy ETF shares in Q2 2025, an estimated $1.04M.
Financial Life Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 6 quarters.
Financial Life Advisors's iShares Global Energy ETF position peaked at $2.09M in Q4 2024.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Financial Life Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.