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Gries Financial’s iShares Global Energy ETF IXC Stock Holding History

Gries Financial’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
-20,704
Closed -$790K – 290
2024
Q4 		$790K Sell
20,704
-4,485
-18% -$184K 0.14% 139
2024
Q3 		$1.02M Sell
25,189
-15,761
-38% -$647K 0.19% 123
2024
Q2 		$1.7M Sell
40,950
-40,338
-50% -$1.73M 0.35% 79
2024
Q1 		$3.49M Buy
81,288
+8,252
+11% +$327K 0.58% 37
2023
Q4 		$2.86M Buy
+73,036
New +$2.9M 0.63% 32

Other funds holding IXC

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Bank of America
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return