Focus Financial Network’s iShares Global Energy ETF IXC Stock Holding History

Focus Financial Network’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
2024 Q4	–	Sell	-5,521	Closed	-$223K	–	684
2024 Q3	$223K	Sell	5,521 -133	-2%	-$5.46K	0.01%	619
2024 Q2	$239K	Sell	5,654 -14,726	-72%	-$631K	0.01%	583
2024 Q1	$877K	Buy	20,380 +4,670	+30%	+$185K	0.04%	272
2023 Q4	$614K	Buy	+15,710	New	+$624K	0.02%	411

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Focus Financial Network's IXC Position: Q4 2024 in Review

Focus Financial Network sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 5,521 shares — an estimated $223K sold.

Focus Financial Network first reported a position in IXC in Q4 2023 and held it in 4 quarters. The position peaked at $877K in Q1 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

Focus Financial Network reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
Focus Financial Network sold 5,521 iShares Global Energy ETF shares in Q4 2024, an estimated $223K.
Focus Financial Network first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 4 quarters.
Focus Financial Network's iShares Global Energy ETF position peaked at $877K in Q1 2024.
376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Focus Financial Network's 13F filing for Q4 2024, filed 29 Jan 2025.