Horst & Graben Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Horst & Graben 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
2025 Q1	–	Sell	-9,619	Closed	-$367K	–	165
2024 Q4	$367K	Sell	9,619 -1,827	-16%	-$74.8K	0.07%	108
2024 Q3	$463K	Sell	11,446 -6,311	-36%	-$259K	0.08%	93
2024 Q2	$737K	Sell	17,757 -90,219	-84%	-$3.87M	0.14%	66
2024 Q1	$4.64M	Buy	107,976 +9,669	+10%	+$383K	0.94%	22
2023 Q4	$3.84M	Buy	+98,307	New	+$3.91M	0.84%	23

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VCM

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

VCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horst & Graben Wealth Management's IXC Position: Q1 2025 in Review

Horst & Graben Wealth Management sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 9,619 shares — an estimated $367K sold.

Horst & Graben Wealth Management first reported a position in IXC in Q4 2023 and held it in 5 quarters. The position peaked at $4.64M in Q1 2024. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Horst & Graben Wealth Management reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
Horst & Graben Wealth Management sold 9,619 iShares Global Energy ETF shares in Q1 2025, an estimated $367K.
Horst & Graben Wealth Management first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 5 quarters.
Horst & Graben Wealth Management's iShares Global Energy ETF position peaked at $4.64M in Q1 2024.
323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.