JWA
IXC icon

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 $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return