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

GeoWealth Management’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	-916	Closed	-$35K	–	1449
2024 Q4	$35K	Buy	916 +384	+72%	+$15.7K	﹤0.01%	1259
2024 Q3	$21.5K	Buy	+532	New	+$21.8K	﹤0.01%	1266
2024 Q2	–	Sell	-1,734	Closed	-$74.5K	–	908
2024 Q1	$74.5K	Buy	+1,734	New	+$68.7K	﹤0.01%	789

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

GeoWealth Management's IXC Position: Q1 2025 in Review

GeoWealth Management sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 916 shares — an estimated $35K sold.

GeoWealth Management first reported a position in IXC in Q1 2024 and held it in 3 quarters. The position peaked at $74.5K in Q1 2024. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

GeoWealth Management reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 916 iShares Global Energy ETF shares in Q1 2025, an estimated $35K.
GeoWealth Management first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 3 quarters.
GeoWealth Management's iShares Global Energy ETF position peaked at $74.5K in Q1 2024.
323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.