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MA Private Wealth’s iShares Global Energy ETF IXC Stock Holding History

MA Private Wealth’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
Q3 		– Sell
-13,328
Closed -$524K – 82
2025
Q2 		$524K Sell
13,328
-123,266
-90% -$4.73M 0.09% 61
2025
Q1 		$5.75M Sell
136,594
-1,573
-1% -$63.1K 1.08% 19
2024
Q4 		$5.28M Buy
138,167
+1,793
+1% +$73.4K 0.99% 18
2024
Q3 		$5.52M Buy
136,374
+14,127
+12% +$580K 1.03% 18
2024
Q2 		$5.07M Buy
122,247
+1,786
+1% +$76.5K 1% 19
2024
Q1 		$5.17M Buy
120,461
+10,859
+10% +$430K 1.05% 19
2023
Q4 		$4.29M Buy
+109,602
New +$4.36M 0.91% 22

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
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
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return