Hazlett, Burt & Watson’s iShares Global Energy ETF IXC Stock Holding History

Hazlett, Burt & Watson’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	-13	Closed	-$1K	–	938
2025 Q3	$1K	Hold	13	–	–	﹤0.01%	852
2025 Q2	$1K	Hold	13	–	–	﹤0.01%	768
2025 Q1	$1K	Hold	13	–	–	﹤0.01%	763
2024 Q4	$0	Hold	13	–	–	﹤0.01%	769
2024 Q3	$1K	Hold	13	–	–	﹤0.01%	703
2024 Q2	$1K	Hold	13	–	–	﹤0.01%	680
2024 Q1	$1K	Buy	+13	New	+$515	﹤0.01%	680

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $786B AUM 40.34% 1-Year Est. Return

VCM

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hazlett, Burt & Watson's IXC Position: Q4 2025 in Review

Hazlett, Burt & Watson sold out of iShares Global Energy ETF (IXC) in Q4 2025, closing a stake of 13 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in IXC in Q1 2024 and held it in 7 quarters. The position peaked at $1K in Q3 2025. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

Hazlett, Burt & Watson reported no remaining iShares Global Energy ETF position as of Q4 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 13 iShares Global Energy ETF shares in Q4 2025, an estimated $1K.
Hazlett, Burt & Watson first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 7 quarters.
Hazlett, Burt & Watson's iShares Global Energy ETF position peaked at $1K in Q3 2025.
296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2025, filed 10 Feb 2026.