Global Financial Private Client’s iShares Global Energy ETF IXC Stock Holding History

Global Financial Private Client’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	-173	Closed	-$7.28K	–	900
2025 Q1	$7.28K	Hold	173	–	–	﹤0.01%	636
2024 Q4	$6.61K	Hold	173	–	–	﹤0.01%	612
2024 Q3	$7K	Sell	173 -45	-21%	-$1.85K	﹤0.01%	608
2024 Q2	$9.05K	Sell	218 -662	-75%	-$28.4K	﹤0.01%	456
2024 Q1	$38.1K	Buy	880 +63	+8%	+$2.5K	0.02%	329
2023 Q4	$32K	Buy	817 +644	+372%	+$25.6K	0.02%	339
2023 Q3	$6.99K	Hold	173	–	–	﹤0.01%	477
2023 Q2	$6.46K	Sell	173 -717	-81%	-$27K	﹤0.01%	478
2023 Q1	$35.2K	Hold	890	–	–	0.02%	319
2022 Q4	$34.7K	Buy	+890	New	+$34.8K	0.02%	310
2020 Q3	–	Sell	-624	Closed	-$12K	–	492
2020 Q2	$12K	Sell	624 -2,437	-80%	-$47.6K	0.01%	323
2020 Q1	$50.2K	Hold	3,061	–	–	0.05%	210
2019 Q4	$94.4K	Buy	+3,061	New	+$93.8K	0.08%	178

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

Global Financial Private Client's IXC Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 173 shares — an estimated $7.28K sold.

Global Financial Private Client first reported a position in IXC in Q4 2019 and held it in 13 quarters. The position peaked at $94.4K in Q4 2019. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Global Financial Private Client reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 173 iShares Global Energy ETF shares in Q2 2025, an estimated $7.28K.
Global Financial Private Client first reported a position in iShares Global Energy ETF in Q4 2019 and held it in 13 quarters.
Global Financial Private Client's iShares Global Energy ETF position peaked at $94.4K in Q4 2019.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.