First Horizon Advisors’s iShares Global Energy ETF IXC Stock Holding History

First Horizon 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	$9.2K	Sell	234 -4	-2%	-$153	﹤0.01%	1701
2025 Q1	$10K	Sell	238 -1,014	-81%	-$40.7K	﹤0.01%	1597
2024 Q4	$47.8K	Sell	1,252 -2,439	-66%	-$99.8K	﹤0.01%	963
2024 Q3	$149K	Buy	3,691 +275	+8%	+$11.3K	﹤0.01%	612
2024 Q2	$142K	Sell	3,416 -19,373	-85%	-$830K	﹤0.01%	588
2024 Q1	$979K	Buy	22,789 +7,400	+48%	+$293K	0.03%	252
2023 Q4	$602K	Buy	+15,389	New	+$612K	0.02%	304
2018 Q4	–	Sell	-1,402	Closed	-$52K	–	1539
2018 Q3	$52K	Sell	1,402 -565	-29%	-$20.9K	﹤0.01%	566
2018 Q2	$73K	Buy	+1,967	New	+$72.8K	0.01%	502

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

First Horizon Advisors's IXC Position: Q2 2025 in Review

First Horizon Advisors reduced its iShares Global Energy ETF (IXC) stake by 1.7% in Q2 2025, selling an estimated $153 and leaving 234 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

First Horizon Advisors first reported a position in IXC in Q2 2018 and has held it in 9 quarters since. The position peaked at $979K in Q1 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

First Horizon Advisors held 234 shares of iShares Global Energy ETF worth $9.2K as of Q2 2025.
First Horizon Advisors sold 4 iShares Global Energy ETF shares in Q2 2025, an estimated $153.
iShares Global Energy ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1701 holding.
First Horizon Advisors first reported a position in iShares Global Energy ETF in Q2 2018 and has held it in 9 quarters since.
First Horizon Advisors's iShares Global Energy ETF position peaked at $979K in Q1 2024.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.