IWC
IXC icon

Integrated Wealth Concepts’s iShares Global Energy ETF IXC Stock Holding History

Integrated Wealth Concepts’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 		$1.34M Sell
23,290
-2,942
-11% -$147K 0.01% 952
2025
Q4 		$1.1M Sell
26,232
-3,172
-11% -$133K 0.01% 734
2025
Q3 		$1.23M Sell
29,404
-665
-2% -$27.1K 0.01% 874
2025
Q2 		$1.18M Sell
30,069
-1,674
-5% -$64.2K 0.01% 835
2025
Q1 		$1.34M Sell
31,743
-20,542
-39% -$824K 0.02% 705
2024
Q4 		$2M Sell
52,285
-23,248
-31% -$952K 0.02% 551
2024
Q3 		$3.06M Sell
75,533
-13,298
-15% -$546K 0.04% 421
2024
Q2 		$3.69M Sell
88,831
-89,116
-50% -$3.82M 0.05% 334
2024
Q1 		$7.64M Buy
177,947
+40,003
+29% +$1.58M 0.11% 201
2023
Q4 		$5.39M Buy
137,944
+129,137
+1,466% +$5.13M 0.09% 229
2023
Q3 		$363K Sell
8,807
-150
-2% -$5.95K 0.01% 1134
2023
Q2 		$333K Buy
+8,957
New +$337K 0.01% 1175

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