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

One Wealth 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
Q1 		– Sell
-6,194
Closed -$236K – 110
2024
Q4 		$236K Buy
+6,194
New +$254K 0.12% 92

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Morgan Stanley
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ECM
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Jane Street
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VCM
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VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

One Wealth Capital Management's IXC Position: Q1 2025 in Review

One Wealth Capital Management sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 6,194 shares — an estimated $236K sold.

One Wealth Capital Management first reported a position in IXC in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

  • One Wealth Capital Management reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
  • One Wealth Capital Management sold 6,194 iShares Global Energy ETF shares in Q1 2025, an estimated $236K.
  • One Wealth Capital Management first reported a position in iShares Global Energy ETF in Q4 2024 and held it in 1 quarter.
  • One Wealth Capital Management's iShares Global Energy ETF position peaked at $236K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on One Wealth Capital Management's 13F filing for Q1 2025, filed 15 May 2025.