Guerra Advisors’s iShares Global Energy ETF IXC Stock Holding History

Guerra Advisors’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 Q3	$1.28M	Buy	+30,710	New	+$1.25M	0.47%	51

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 $5.7B AUM 32.06% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Guerra Advisors's IXC Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares Global Energy ETF (IXC) in Q3 2025: 30,710 shares worth $1.28M. The stake represents 0.47% of the portfolio and ranks #51 among its holdings.

283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

Guerra Advisors held 30,710 shares of iShares Global Energy ETF worth $1.28M as of Q3 2025.
iShares Global Energy ETF was a new Guerra Advisors position in Q3 2025.
iShares Global Energy ETF made up 0.47% of Guerra Advisors's portfolio in Q3 2025, its #51 holding.
283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.