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GPS Wealth Strategies Group’s iShares Global Energy ETF IXC Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-77
Closed -$3.2K – 1084
2025
Q3 		$3.2K Hold
77
– – ﹤0.01% 1349
2025
Q2 		$3.01K Buy
77
+2
+3% +$77 ﹤0.01% 1307
2025
Q1 		$3.17K Hold
75
– – ﹤0.01% 1245
2024
Q4 		$2.88K Buy
75
+1
+1% +$41 ﹤0.01% 1192
2024
Q3 		$2.98K Hold
74
– – ﹤0.01% 1180
2024
Q2 		$3.06K Buy
+74
New +$3.17K ﹤0.01% 1161

Other funds holding IXC

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Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return