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LGT Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

LGT Financial 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
2025
Q4 		– Sell
-29
Closed -$1.21K – 324
2025
Q3 		$1.21K Hold
29
– – ﹤0.01% 350
2025
Q2 		$1.14K Sell
29
-115
-80% -$4.41K ﹤0.01% 382
2025
Q1 		$6.06K Sell
144
-280
-66% -$11.2K 0.02% 206
2024
Q4 		$16.2K Sell
424
-160
-27% -$6.55K 0.04% 351
2024
Q3 		$23.7K Sell
584
-14
-2% -$574 0.06% 245
2024
Q2 		$24.8K Sell
598
-1,420
-70% -$60.9K 0.05% 254
2024
Q1 		$86.7K Buy
2,018
+740
+58% +$29.3K 0.1% 188
2023
Q4 		$50K Buy
+1,278
New +$50.8K 0.06% 212

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LGT Financial Advisors's IXC Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Global Energy ETF (IXC) in Q4 2025, closing a stake of 29 shares — an estimated $1.21K sold.

LGT Financial Advisors first reported a position in IXC in Q4 2023 and held it in 8 quarters. The position peaked at $86.7K in Q1 2024. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Global Energy ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 29 iShares Global Energy ETF shares in Q4 2025, an estimated $1.21K.
  • LGT Financial Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 8 quarters.
  • LGT Financial Advisors's iShares Global Energy ETF position peaked at $86.7K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.