Modern Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.24M	Buy	133,283 +20,237	+18%	+$795K	0.13%	157
2025 Q1	$4.76M	Buy	113,046 +974	+0.9%	+$41K	0.15%	130
2024 Q4	$4.28M	Buy	+112,072	New	+$4.28M	0.16%	123