Founders Financial Alliance’s iShares Global Energy ETF IXC Stock Holding History

Founders Financial Alliance’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	–	Sell	-70	Closed	-$2.94K	–	591
2025 Q1	$2.94K	Hold	70	–	–	﹤0.01%	578
2024 Q4	$2.67K	Hold	70	–	–	﹤0.01%	541
2024 Q3	$2.83K	Sell	70 -116	-62%	-$4.76K	﹤0.01%	551
2024 Q2	$7.72K	Hold	186	–	–	﹤0.01%	485
2024 Q1	$7.99K	Buy	+186	New	+$7.37K	﹤0.01%	487
2023 Q3	–	Sell	-851	Closed	-$31.7K	–	495
2023 Q2	$31.7K	Hold	851	–	–	0.01%	379
2023 Q1	$32.1K	Hold	851	–	–	0.02%	339
2022 Q4	$33.2K	Hold	851	–	–	0.02%	359
2022 Q3	$28K	Sell	851 -3,051	-78%	-$107K	0.01%	366
2022 Q2	$132K	Buy	3,902 +2,736	+235%	+$102K	0.07%	239
2022 Q1	$42K	Hold	1,166	–	–	0.02%	336
2021 Q4	$32K	Sell	1,166 -35	-3%	-$992	0.01%	383
2021 Q3	$32K	Hold	1,201	–	–	0.02%	353
2021 Q2	$32K	Hold	1,201	–	–	0.01%	370
2021 Q1	$32K	Hold	1,201	–	–	0.02%	357
2020 Q4	$24K	Hold	1,201	–	–	0.01%	336
2020 Q3	$20K	Buy	+1,201	New	+$22.7K	0.01%	580

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 $4.62B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Founders Financial Alliance's IXC Position: Q2 2025 in Review

Founders Financial Alliance sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 70 shares — an estimated $2.94K sold.

Founders Financial Alliance first reported a position in IXC in Q3 2020 and held it in 17 quarters. The position peaked at $132K in Q2 2022. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Founders Financial Alliance reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Founders Financial Alliance sold 70 iShares Global Energy ETF shares in Q2 2025, an estimated $2.94K.
Founders Financial Alliance first reported a position in iShares Global Energy ETF in Q3 2020 and held it in 17 quarters.
Founders Financial Alliance's iShares Global Energy ETF position peaked at $132K in Q2 2022.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Founders Financial Alliance's 13F filing for Q2 2025, filed 12 Aug 2025.