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Nalls Sherbakoff Group’s iShares Global Energy ETF IXC Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$50.7K Hold
1,210
– – 0.04% 199
2025
Q3 		$50.5K Hold
1,210
– – 0.03% 208
2025
Q2 		$47.5K Hold
1,210
– – 0.03% 206
2025
Q1 		$50.9K Buy
+1,210
New +$48.6K 0.04% 184
2023
Q4 		$47.3K Hold
1,210
– – 0.04% 170
2023
Q3 		$49.9K Hold
1,210
– – 0.05% 152
2023
Q2 		$43K Hold
1,210
– – 0.04% 166
2023
Q1 		$45.5K Buy
+1,210
New +$46.7K 0.05% 168
2018
Q4 		$36K Buy
+1,235
New +$41.6K 0.06% 168

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return