Garde Capital’s iShares Global Energy ETF IXC Stock Holding History

Garde Capital’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 Q3	–	Sell	-2,047	Closed	-$80.4K	–	529
2025 Q2	$80.4K	Hold	2,047	–	–	﹤0.01%	305
2025 Q1	$86.1K	Buy	+2,047	New	+$82.2K	﹤0.01%	293
2022 Q3	–	Sell	-4,094	Closed	-$139K	–	247
2022 Q2	$139K	Hold	4,094	–	–	0.02%	224
2022 Q1	$148K	Hold	4,094	–	–	0.02%	235
2021 Q4	$113K	Hold	4,094	–	–	0.01%	270
2021 Q3	$110K	Hold	4,094	–	–	0.01%	265
2021 Q2	$109K	Hold	4,094	–	–	0.01%	258
2021 Q1	$101K	Buy	+4,094	New	+$96.6K	0.01%	258

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

VCM

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VCM

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

Garde Capital's IXC Position: Q3 2025 in Review

Garde Capital sold out of iShares Global Energy ETF (IXC) in Q3 2025, closing a stake of 2,047 shares — an estimated $80.4K sold.

Garde Capital first reported a position in IXC in Q1 2021 and held it in 8 quarters. The position peaked at $148K in Q1 2022. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

Garde Capital reported no remaining iShares Global Energy ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 2,047 iShares Global Energy ETF shares in Q3 2025, an estimated $80.4K.
Garde Capital first reported a position in iShares Global Energy ETF in Q1 2021 and held it in 8 quarters.
Garde Capital's iShares Global Energy ETF position peaked at $148K in Q1 2022.
283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.