Key Financial Inc’s iShares Global Energy ETF IXC Stock Holding History

Key Financial Inc’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	-138	Closed	-$5.81K	–	1454
2025 Q1	$5.81K	Hold	138	–	–	﹤0.01%	957
2024 Q4	$5.27K	Buy	+138	New	+$5.65K	﹤0.01%	973
2020 Q2	–	Sell	-258	Closed	-$4K	–	369
2020 Q1	$4K	Buy	+258	New	+$6.44K	﹤0.01%	530

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCM

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

Key Financial Inc's IXC Position: Q2 2025 in Review

Key Financial Inc sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 138 shares — an estimated $5.81K sold.

Key Financial Inc first reported a position in IXC in Q1 2020 and held it in 3 quarters. The position peaked at $5.81K in Q1 2025. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Key Financial Inc reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Key Financial Inc sold 138 iShares Global Energy ETF shares in Q2 2025, an estimated $5.81K.
Key Financial Inc first reported a position in iShares Global Energy ETF in Q1 2020 and held it in 3 quarters.
Key Financial Inc's iShares Global Energy ETF position peaked at $5.81K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.