IHT Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

IHT 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
2026 Q1	$448K	Buy	7,768 +1,400	+22%	+$69.7K	0.01%	862
2025 Q4	$267K	Sell	6,368 -381	-6%	-$16K	0.01%	1005
2025 Q3	$282K	Sell	6,749 -127	-2%	-$5.17K	0.01%	956
2025 Q2	$270K	Sell	6,876 -901	-12%	-$34.6K	0.01%	933
2025 Q1	$327K	Sell	7,777 -287	-4%	-$11.5K	0.01%	827
2024 Q4	$308K	Sell	8,064 -8,071	-50%	-$330K	0.01%	846
2024 Q3	$660K	Buy	16,135 +1,849	+13%	+$75.9K	0.02%	630
2024 Q2	$593K	Sell	14,286 -3,743	-21%	-$160K	0.02%	581
2024 Q1	$774K	Buy	+18,029	New	+$714K	0.03%	495
2018 Q4	–	Sell	-7,440	Closed	-$281K	–	497
2018 Q3	$281K	Sell	7,440 -402	-5%	-$14.9K	0.06%	341
2018 Q2	$293K	Buy	7,842 +7,668	+4,407%	+$284K	0.07%	309
2018 Q1	$6K	Hold	174	–	–	﹤0.01%	1300
2017 Q4	$6K	Hold	174	–	–	﹤0.01%	1297
2017 Q3	$6K	Hold	174	–	–	﹤0.01%	1062
2017 Q2	$3	Buy	+174	New	+$5.63K	﹤0.01%	1173

Other funds holding IXC

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 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

Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

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