Focus Partners Wealth
IXC icon

Focus Partners Wealth’s iShares Global Energy ETF IXC Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$47.1M Buy
816,015
+18,594
+2% +$926K 0.05% 303
2025
Q4 		$33.4M Sell
797,421
-35,286
-4% -$1.48M 0.04% 371
2025
Q3 		$34.8M Sell
832,707
-22,645
-3% -$922K 0.06% 281
2025
Q2 		$33.6M Sell
855,352
-32,025
-4% -$1.23M 0.07% 250
2025
Q1 		$37.3M Sell
887,377
-13,860
-2% -$556K 0.09% 215
2024
Q4 		$34.4M Buy
901,237
+610,786
+210% +$25M 0.09% 219
2024
Q3 		$11.8M Sell
290,451
-2,113,527
-88% -$86.7M 0.04% 373
2024
Q2 		$100M Buy
2,403,978
+1,744,534
+265% +$74.8M 0.34% 70
2024
Q1 		$28.3M Buy
+659,444
New +$26.1M 0.23% 114

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return