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

Keebeck 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
2025 Q2	–	Sell	-6,715	Closed	-$283K	–	343
2025 Q1	$283K	Sell	6,715 -4,871	-42%	-$196K	0.04%	230
2024 Q4	$442K	Sell	11,586 -303	-3%	-$12.4K	0.06%	173
2024 Q3	$481K	Sell	11,889 -22,762	-66%	-$934K	0.07%	175
2024 Q2	$1.44M	Sell	34,651 -15,374	-31%	-$659K	0.21%	113
2024 Q1	$2.15M	Buy	50,025 +28,700	+135%	+$1.14M	0.32%	86
2023 Q4	$834K	Buy	+21,325	New	+$848K	0.14%	140

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Keebeck Wealth Management's IXC Position: Q2 2025 in Review

Keebeck Wealth Management sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 6,715 shares — an estimated $283K sold.

Keebeck Wealth Management first reported a position in IXC in Q4 2023 and held it in 6 quarters. The position peaked at $2.15M in Q1 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Keebeck Wealth Management reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Keebeck Wealth Management sold 6,715 iShares Global Energy ETF shares in Q2 2025, an estimated $283K.
Keebeck Wealth Management first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 6 quarters.
Keebeck Wealth Management's iShares Global Energy ETF position peaked at $2.15M in Q1 2024.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Keebeck Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.