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Leo Wealth LLC’s iShares Global Energy ETF IXC Stock Holding History

Leo Wealth LLC’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 		– Sell
-7,848
Closed -$329K – 466
2025
Q4 		$329K Buy
+7,848
New +$330K 0.02% 333

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Leo Wealth LLC's IXC Position: Q1 2026 in Review

Leo Wealth LLC sold out of iShares Global Energy ETF (IXC) in Q1 2026, closing a stake of 7,848 shares — an estimated $329K sold.

Leo Wealth LLC first reported a position in IXC in Q4 2025 and held it in 1 quarter. The position peaked at $329K in Q4 2025. 344 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Leo Wealth LLC reported no remaining iShares Global Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Leo Wealth LLC sold 7,848 iShares Global Energy ETF shares in Q1 2026, an estimated $329K.
  • Leo Wealth LLC first reported a position in iShares Global Energy ETF in Q4 2025 and held it in 1 quarter.
  • Leo Wealth LLC's iShares Global Energy ETF position peaked at $329K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.