One Advisory Partners’s iShares Global Energy ETF IXC Stock Holding History

One Advisory Partners’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
2024 Q4	–	Sell	-5,891	Closed	-$238K	–	48
2024 Q3	$238K	Sell	5,891 -1,094	-16%	-$44.9K	0.1%	43
2024 Q2	$290K	Sell	6,985 -69,188	-91%	-$2.97M	0.13%	39
2024 Q1	$3.27M	Buy	76,173 +9,357	+14%	+$371K	1.61%	17
2023 Q4	$2.61M	Buy	+66,816	New	+$2.66M	1.37%	19

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECM

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

One Advisory Partners's IXC Position: Q4 2024 in Review

One Advisory Partners sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 5,891 shares — an estimated $238K sold.

One Advisory Partners first reported a position in IXC in Q4 2023 and held it in 4 quarters. The position peaked at $3.27M in Q1 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

One Advisory Partners reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
One Advisory Partners sold 5,891 iShares Global Energy ETF shares in Q4 2024, an estimated $238K.
One Advisory Partners first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 4 quarters.
One Advisory Partners's iShares Global Energy ETF position peaked at $3.27M in Q1 2024.
376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on One Advisory Partners's 13F filing for Q4 2024, filed 21 Jan 2025.