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

Laidlaw 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 Q1	–	Sell	-7,399	Closed	-$282K	–	103
2024 Q4	$282K	Buy	7,399 +919	+14%	+$37.6K	0.12%	144
2024 Q3	$262K	Hold	6,480	–	–	0.13%	142
2024 Q2	$269K	Hold	6,480	–	–	0.15%	139
2024 Q1	$278K	Hold	6,480	–	–	0.16%	146
2023 Q4	$253K	Sell	6,480 -723	-10%	-$28.7K	0.09%	206
2023 Q3	$297K	Sell	7,203 -2,831	-28%	-$112K	0.1%	200
2023 Q2	$373K	Buy	10,034 +47	+0.5%	+$1.77K	0.07%	231
2023 Q1	$377K	Hold	9,987	–	–	0.08%	235
2022 Q4	$389K	Buy	9,987 +20	+0.2%	+$783	0.08%	225
2022 Q3	$332K	Buy	9,967 +99	+1%	+$3.47K	0.08%	223
2022 Q2	$334K	Buy	9,868 +39	+0.4%	+$1.46K	0.07%	251
2022 Q1	$355K	Buy	9,829 +1,862	+23%	+$61.9K	0.06%	276
2021 Q4	$219K	Buy	+7,967	New	+$226K	0.04%	369

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

Jane Street New York $777B AUM 61.18% 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

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

Laidlaw Wealth Management's IXC Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 7,399 shares — an estimated $282K sold.

Laidlaw Wealth Management first reported a position in IXC in Q4 2021 and held it in 13 quarters. The position peaked at $389K in Q4 2022. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Laidlaw Wealth Management reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 7,399 iShares Global Energy ETF shares in Q1 2025, an estimated $282K.
Laidlaw Wealth Management first reported a position in iShares Global Energy ETF in Q4 2021 and held it in 13 quarters.
Laidlaw Wealth Management's iShares Global Energy ETF position peaked at $389K in Q4 2022.
322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.