MA
IXC icon

MBA Advisors’s iShares Global Energy ETF IXC Stock Holding History

MBA 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
2026
Q1 		$279K Sell
4,848
-933
-16% -$46.5K 0.11% 119
2025
Q4 		$242K Hold
5,781
– – 0.1% 128
2025
Q3 		$241K Buy
5,781
+49
+0.9% +$2K 0.1% 127
2025
Q2 		$225K Hold
5,732
– – 0.1% 127
2025
Q1 		$241K Hold
5,732
– – 0.12% 121
2024
Q4 		$219K Hold
5,732
– – 0.11% 122
2024
Q3 		$232K Buy
5,732
+24
+0.4% +$985 0.11% 118
2024
Q2 		$237K Hold
5,708
– – 0.12% 117
2024
Q1 		$245K Sell
5,708
-51
-0.9% -$2.02K 0.13% 114
2023
Q4 		$225K Hold
5,759
– – 0.13% 116
2023
Q3 		$238K Sell
5,759
-210
-4% -$8.33K 0.15% 107
2023
Q2 		$222K Hold
5,969
– – 0.13% 113
2023
Q1 		$225K Sell
5,969
-1,139
-16% -$44K 0.14% 114
2022
Q4 		$277K Sell
7,108
-964
-12% -$37.7K 0.18% 100
2022
Q3 		$269K Buy
8,072
+1,418
+21% +$49.7K 0.19% 98
2022
Q2 		$225K Sell
6,654
-519
-7% -$19.4K 0.15% 119
2022
Q1 		$259K Sell
7,173
-1,745
-20% -$58K 0.16% 125
2021
Q4 		$245K Hold
8,918
– – 0.15% 133
2021
Q3 		$239K Buy
+8,918
New +$224K 0.18% 119

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 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