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

JFS 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
2025
Q4 		– Sell
-115
Closed -$4.8K – 1953
2025
Q3 		$4.8K Sell
115
-875
-88% -$35.6K ﹤0.01% 1128
2025
Q2 		$38.9K Hold
990
– – ﹤0.01% 516
2025
Q1 		$41.6K Sell
990
-11,774
-92% -$473K ﹤0.01% 513
2024
Q4 		$487K Buy
12,764
+1,179
+10% +$48.3K 0.03% 197
2024
Q3 		$469K Buy
11,585
+37
+0.3% +$1.52K 0.03% 202
2024
Q2 		$479K Buy
11,548
+4,800
+71% +$206K 0.04% 155
2024
Q1 		$290K Buy
6,748
+2,830
+72% +$112K 0.02% 205
2023
Q4 		$153K Buy
+3,918
New +$156K 0.01% 254

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JFS Wealth Advisors's IXC Position: Q4 2025 in Review

JFS Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q4 2025, closing a stake of 115 shares — an estimated $4.8K sold.

JFS Wealth Advisors first reported a position in IXC in Q4 2023 and held it in 8 quarters. The position peaked at $487K in Q4 2024. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

  • JFS Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 115 iShares Global Energy ETF shares in Q4 2025, an estimated $4.8K.
  • JFS Wealth Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 8 quarters.
  • JFS Wealth Advisors's iShares Global Energy ETF position peaked at $487K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.