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Mount Yale Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

Mount Yale Investment 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 		$2.59M Buy
44,971
+6,240
+16% +$311K 0.06% 325
2025
Q4 		$1.62M Buy
38,731
+11,154
+40% +$468K 0.08% 223
2025
Q3 		$1.15M Buy
27,577
+22,544
+448% +$918K 0.08% 254
2025
Q2 		$198K Sell
5,033
-2,197
-30% -$84.3K 0.02% 543
2025
Q1 		$304K Sell
7,230
-2,698
-27% -$108K 0.03% 429
2024
Q4 		$379K Buy
9,928
+77
+0.8% +$3.15K 0.03% 389
2024
Q3 		$399K Buy
9,851
+835
+9% +$34.3K 0.04% 374
2024
Q2 		$374K Sell
9,016
-11,456
-56% -$491K 0.03% 394
2024
Q1 		$879K Buy
20,472
+1,995
+11% +$79K 0.07% 241
2023
Q4 		$723K Buy
+18,477
New +$734K 0.07% 257

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