IWA
IXC icon

Icon Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

Icon Wealth 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
2026
Q1 		$237K Buy
+4,223
New +$210K 0.02% 357
2025
Q4 		– Sell
-4,747
Closed -$198K – 468
2025
Q3 		$198K Sell
4,747
-120
-2% -$4.89K 0.01% 366
2025
Q2 		$191K Sell
4,867
-567
-10% -$21.7K 0.01% 378
2025
Q1 		$229K Sell
5,434
-30,727
-85% -$1.23M 0.02% 328
2024
Q4 		$1.38M Sell
36,161
-110
-0.3% -$4.5K 0.11% 130
2024
Q3 		$1.47M Sell
36,271
-436
-1% -$17.9K 0.12% 121
2024
Q2 		$1.55M Sell
36,707
-69,215
-65% -$2.97M 0.14% 109
2024
Q1 		$4.55M Buy
105,922
+19,649
+23% +$778K 0.42% 49
2023
Q4 		$3.37M Buy
+86,273
New +$3.43M 0.35% 60
2022
Q4 		– Sell
-5,000
Closed -$167K – 377
2022
Q3 		$167K Buy
+5,000
New +$175K 0.02% 318

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return