OneDigital Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

OneDigital Investment 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	-12,721	Closed	-$486K	–	1456
2024 Q4	$486K	Sell	12,721 -45,282	-78%	-$1.85M	0.01%	899
2024 Q3	$2.35M	Sell	58,003 -55,756	-49%	-$2.29M	0.03%	397
2024 Q2	$4.72M	Sell	113,759 -324,440	-74%	-$13.9M	0.06%	243
2024 Q1	$18.8M	Buy	438,199 +119,289	+37%	+$4.73M	0.3%	74
2023 Q4	$12.5M	Buy	+318,910	New	+$12.7M	0.22%	98
2018 Q4	–	Sell	-1,055	Closed	-$40K	–	1201
2018 Q3	$40K	Buy	1,055 +545	+107%	+$20.1K	0.01%	459
2018 Q2	$19K	Hold	510	–	–	﹤0.01%	834
2018 Q1	$17K	Hold	510	–	–	﹤0.01%	871
2017 Q4	$18K	Buy	+510	New	+$17.5K	﹤0.01%	844
2017 Q3	–	Sell	-510	Closed	-$16K	–	1104
2017 Q2	$16K	Buy	+510	New	+$16.5K	﹤0.01%	821

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

OneDigital Investment Advisors's IXC Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 12,721 shares — an estimated $486K sold.

OneDigital Investment Advisors first reported a position in IXC in Q2 2017 and held it in 10 quarters. The position peaked at $18.8M in Q1 2024. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

OneDigital Investment Advisors reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 12,721 iShares Global Energy ETF shares in Q1 2025, an estimated $486K.
OneDigital Investment Advisors first reported a position in iShares Global Energy ETF in Q2 2017 and held it in 10 quarters.
OneDigital Investment Advisors's iShares Global Energy ETF position peaked at $18.8M in Q1 2024.
322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.