GeoWealth Management’s iShares Global Energy ETF IXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-916	Closed	-$35K	–	1451
2024 Q4	$35K	Buy	916 +384	+72%	+$14.7K	﹤0.01%	1259
2024 Q3	$21.5K	Buy	+532	New	+$21.5K	﹤0.01%	1266
2024 Q2	–	Sell	-1,734	Closed	-$74.5K	–	909
2024 Q1	$74.5K	Buy	+1,734	New	+$74.5K	﹤0.01%	789