Foundations Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

Foundations Investment 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 Q1	–	Sell	-7,300	Closed	-$279K	–	893
2024 Q4	$279K	Buy	7,300 +1,646	+29%	+$67.4K	0.01%	677
2024 Q3	$229K	Buy	+5,654	New	+$232K	﹤0.01%	721
2024 Q2	–	Sell	-308,531	Closed	-$13.3M	–	778
2024 Q1	$13.3M	Buy	308,531 +20,858	+7%	+$826K	0.35%	61
2023 Q4	$11.2M	Buy	+287,673	New	+$11.4M	0.3%	66

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VCM

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Foundations Investment Advisors's IXC Position: Q1 2025 in Review

Foundations Investment Advisors sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 7,300 shares — an estimated $279K sold.

Foundations Investment Advisors first reported a position in IXC in Q4 2023 and held it in 4 quarters. The position peaked at $13.3M in Q1 2024. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Foundations Investment Advisors reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
Foundations Investment Advisors sold 7,300 iShares Global Energy ETF shares in Q1 2025, an estimated $279K.
Foundations Investment Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 4 quarters.
Foundations Investment Advisors's iShares Global Energy ETF position peaked at $13.3M in Q1 2024.
323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.