LA
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Legacy Advisors’s iShares Global Energy ETF IXC Stock Holding History

Legacy 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
2026
Q1 		$283K Hold
4,915
– – 0.03% 214
2025
Q4 		$206K Hold
4,915
– – 0.02% 273
2025
Q3 		$205K Buy
+4,915
New +$200K 0.03% 240
2025
Q2 		– Sell
-5,716
Closed -$240K – 212
2025
Q1 		$240K Sell
5,716
-635
-10% -$25.5K 0.02% 372
2024
Q4 		$242K Hold
6,351
– – 0.02% 347
2024
Q3 		$257K Hold
6,351
– – 0.03% 320
2024
Q2 		$264K Sell
6,351
-1,897
-23% -$81.3K 0.03% 270
2024
Q1 		$354K Hold
8,248
– – 0.04% 234
2023
Q4 		$323K Hold
8,248
– – 0.04% 232
2023
Q3 		$340K Hold
8,248
– – 0.05% 222
2023
Q2 		$307K Buy
+8,248
New +$310K 0.05% 218

Other funds holding IXC

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Schroder Investment Management Group
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Morgan Stanley
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return