MPWT
IXC icon

MassMutual Private Wealth & Trust’s iShares Global Energy ETF IXC Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-117
Closed -$4.47K – 2420
2024
Q4 		$4.47K Hold
117
– – ﹤0.01% 1570
2024
Q3 		$4.74K Buy
117
+75
+179% +$3.08K ﹤0.01% 1405
2024
Q2 		$1.74K Buy
+42
New +$1.8K ﹤0.01% 1683

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MassMutual Private Wealth & Trust's IXC Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 117 shares — an estimated $4.47K sold.

MassMutual Private Wealth & Trust first reported a position in IXC in Q2 2024 and held it in 3 quarters. The position peaked at $4.74K in Q3 2024. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 117 iShares Global Energy ETF shares in Q1 2025, an estimated $4.47K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Global Energy ETF in Q2 2024 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's iShares Global Energy ETF position peaked at $4.74K in Q3 2024.
  • 322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.