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IXC icon

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

NewEdge 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 		$803K Buy
13,945
+3,409
+32% +$170K ﹤0.01% 1635
2025
Q4 		$442K Sell
10,536
-762
-7% -$32K ﹤0.01% 2061
2025
Q3 		$472K Sell
11,298
-358
-3% -$14.6K ﹤0.01% 1859
2025
Q2 		$458K Sell
11,656
-17,951
-61% -$688K ﹤0.01% 1746
2025
Q1 		$1.25M Sell
29,607
-56,970
-66% -$2.29M 0.01% 1072
2024
Q4 		$3.31M Buy
86,577
+10,339
+14% +$423K 0.02% 628
2024
Q3 		$3.09M Sell
76,238
-84,774
-53% -$3.48M 0.02% 626
2024
Q2 		$6.68M Sell
161,012
-96,958
-38% -$4.16M 0.05% 358
2024
Q1 		$11.1M Buy
257,970
+53,873
+26% +$2.13M 0.1% 213
2023
Q4 		$7.87M Buy
204,097
+192,401
+1,645% +$7.65M 0.07% 254
2023
Q3 		$483K Sell
11,696
-582
-5% -$23.1K 0.01% 1190
2023
Q2 		$457K Sell
12,278
-1,275
-9% -$48K 0.01% 1237
2023
Q1 		$495K Sell
13,553
-755
-5% -$29.2K 0.01% 1119
2022
Q4 		$540K Buy
14,308
+1,427
+11% +$55.9K 0.01% 749
2022
Q3 		$430K Sell
12,881
-100
-0.8% -$3.51K 0.01% 1042
2022
Q2 		$440K Sell
12,981
-1,169
-8% -$43.8K 0.01% 1043
2022
Q1 		$512K Buy
14,150
+320
+2% +$10.6K 0.01% 849
2021
Q4 		$381K Buy
+13,830
New +$392K 0.01% 1205
2019
Q1 		– Sell
-9,668
Closed -$284 – 693
2018
Q4 		$284 Buy
9,668
+434
+5% +$14.6K 0.02% 499
2018
Q3 		$350K Buy
+9,234
New +$341K 0.03% 454

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