Northwest Capital Management’s iShares Global Energy ETF IXC Stock Holding History

Northwest Capital Management’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	–	Sell	-565	Closed	-$23.6K	–	164
2025 Q3	$23.6K	Hold	565	–	–	0.02%	155
2025 Q2	$22.2K	Hold	565	–	–	0.01%	220
2025 Q1	$23.8K	Hold	565	–	–	0.01%	239
2024 Q4	$21.6K	Hold	565	–	–	0.01%	241
2024 Q3	$22.9K	Hold	565	–	–	0.01%	246
2024 Q2	$23.5K	Sell	565 -51,776	-99%	-$2.22M	0.01%	238
2024 Q1	$2.25M	Buy	52,341 +51,166	+4,355%	+$2.03M	0.72%	25
2023 Q4	$46K	Buy	+1,175	New	+$46.7K	0.02%	227

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwest Capital Management's IXC Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares Global Energy ETF (IXC) in Q4 2025, closing a stake of 565 shares — an estimated $23.6K sold.

Northwest Capital Management first reported a position in IXC in Q4 2023 and held it in 8 quarters. The position peaked at $2.25M in Q1 2024. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

Northwest Capital Management reported no remaining iShares Global Energy ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 565 iShares Global Energy ETF shares in Q4 2025, an estimated $23.6K.
Northwest Capital Management first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 8 quarters.
Northwest Capital Management's iShares Global Energy ETF position peaked at $2.25M in Q1 2024.
296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.