MA
IXC icon

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

Mutual 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 		$317K Sell
5,509
-41
-0.7% -$2.04K 0.01% 1102
2025
Q4 		$233K Sell
5,550
-243
-4% -$10.2K 0.01% 1191
2025
Q3 		$243K Sell
5,793
-296
-5% -$12.1K 0.01% 1144
2025
Q2 		$245K Sell
6,089
-1,044
-15% -$40K 0.01% 1055
2025
Q1 		$271K Sell
7,133
-1,270
-15% -$51K 0.01% 928
2024
Q4 		$343K Sell
8,403
-2,444
-23% -$100K 0.01% 846
2024
Q3 		$446K Sell
10,847
-1,160
-10% -$47.6K 0.01% 750
2024
Q2 		$497K Sell
12,007
-706
-6% -$30.3K 0.02% 696
2024
Q1 		$546K Sell
12,713
-11,492
-47% -$455K 0.02% 668
2023
Q4 		$947K Buy
24,205
+4,229
+21% +$168K 0.03% 466
2023
Q3 		$824K Sell
19,976
-404
-2% -$16K 0.03% 471
2023
Q2 		$759K Sell
20,380
-3,233
-14% -$122K 0.03% 515
2023
Q1 		$892K Buy
23,613
+3,549
+18% +$137K 0.04% 452
2022
Q4 		$782K Buy
20,064
+136
+0.7% +$5.32K 0.04% 478
2022
Q3 		$664K Buy
19,928
+3,779
+23% +$133K 0.03% 488
2022
Q2 		$547K Sell
16,149
-294
-2% -$11K 0.04% 506
2022
Q1 		$594K Buy
16,443
+9,114
+124% +$303K 0.03% 524
2021
Q4 		$202K Buy
+7,329
New +$208K 0.01% 852

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