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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 297 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.
297 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.