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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,755
Closed -$1.04M 50
2025
Q1
$1.04M Sell
24,755
-30,038
-55% -$1.26M 0.39% 28
2024
Q4
$2.09M Buy
54,793
+3,596
+7% +$137K 0.79% 20
2024
Q3
$2.07M Buy
51,197
+2,569
+5% +$104K 0.78% 20
2024
Q2
$2.02M Buy
48,628
+6,360
+15% +$264K 0.82% 20
2024
Q1
$1.82M Buy
42,268
+7,254
+21% +$312K 0.76% 20
2023
Q4
$1.37M Buy
+35,014
New +$1.37M 0.59% 29