MC
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McMorgan & Co’s iShares Global Energy ETF IXC Stock Holding History

McMorgan & Co’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
-142,189
Closed -$5.43M – 61
2024
Q4 		$5.43M Buy
142,189
+6,936
+5% +$284K 0.84% 17
2024
Q3 		$5.48M Sell
135,253
-7,826
-5% -$321K 0.84% 17
2024
Q2 		$5.94M Buy
143,079
+22,865
+19% +$980K 0.94% 16
2024
Q1 		$5.16M Buy
120,214
+5,526
+5% +$219K 0.89% 16
2023
Q4 		$4.49M Buy
+114,688
New +$4.56M 0.74% 15

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 $4.61B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B 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 $376B AUM 19.32% 1-Year Est. Return