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Golden State Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Golden State Wealth 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
2026
Q1 		$17.6K Hold
306
– – ﹤0.01% 946
2025
Q4 		$12.8K Buy
306
+6
+2% +$252 ﹤0.01% 1040
2025
Q3 		$12.5K Sell
300
-56
-16% -$2.28K ﹤0.01% 1046
2025
Q2 		$14K Sell
356
-185
-34% -$7.09K ﹤0.01% 976
2025
Q1 		$22.8K Hold
541
– – ﹤0.01% 771
2024
Q4 		$20.7K Buy
+541
New +$22.1K ﹤0.01% 759
2020
Q2 		– Sell
-250
Closed -$4K – 565
2020
Q1 		$4K Buy
+250
New +$6.24K ﹤0.01% 778
2019
Q4 		– Sell
-250
Closed -$8K – 510
2019
Q3 		$8K Buy
250
+85
+52% +$2.6K ﹤0.01% 787
2019
Q2 		$5K Hold
165
– – ﹤0.01% 872
2019
Q1 		$6K Buy
+165
New +$5.4K ﹤0.01% 866

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Morgan Stanley
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Fidelity International
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return