One Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

One Wealth 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
2025 Q1	–	Sell	-9,444	Closed	-$361K	–	299
2024 Q4	$361K	Sell	9,444 -6,045	-39%	-$247K	0.05%	163
2024 Q3	$627K	Sell	15,489 -1,240	-7%	-$50.9K	0.1%	111
2024 Q2	$685K	Sell	16,729 -46,382	-73%	-$1.99M	0.15%	77
2024 Q1	$2.71M	Buy	63,111 +22,835	+57%	+$905K	0.47%	42
2023 Q4	$1.58M	Buy	+40,276	New	+$1.6M	0.3%	53

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

One Wealth Advisors's IXC Position: Q1 2025 in Review

One Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 9,444 shares — an estimated $361K sold.

One Wealth Advisors first reported a position in IXC in Q4 2023 and held it in 5 quarters. The position peaked at $2.71M in Q1 2024. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

One Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
One Wealth Advisors sold 9,444 iShares Global Energy ETF shares in Q1 2025, an estimated $361K.
One Wealth Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 5 quarters.
One Wealth Advisors's iShares Global Energy ETF position peaked at $2.71M in Q1 2024.
323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on One Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.