Oversea-Chinese Banking Corp (OCBC)’s iShares Global Energy ETF IXC Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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 Q2	–	Sell	-16,835	Closed	-$708K	–	376
2025 Q1	$708K	Sell	16,835 -106,801	-86%	-$4.29M	0.02%	252
2024 Q4	$4.72M	Sell	123,636 -7,977	-6%	-$326K	0.13%	115
2024 Q3	$5.33M	Sell	131,613 -192,210	-59%	-$7.89M	0.15%	111
2024 Q2	$13.4M	Buy	323,823 +6,532	+2%	+$280K	0.4%	58
2024 Q1	$13.6M	Buy	317,291 +3,365	+1%	+$133K	0.41%	58
2023 Q4	$12.3M	Sell	313,926 -9,656	-3%	-$384K	0.43%	53
2023 Q3	$13.4M	Sell	323,582 -25,746	-7%	-$1.02M	0.6%	50
2023 Q2	$13M	Sell	349,328 -25,992	-7%	-$978K	0.62%	49
2023 Q1	$14.2M	Sell	375,320 -28,161	-7%	-$1.09M	0.71%	44
2022 Q4	$15.7M	Buy	+403,481	New	+$15.8M	0.91%	33

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

VCM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCM

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

Oversea-Chinese Banking Corp (OCBC)'s IXC Position: Q2 2025 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 16,835 shares — an estimated $708K sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in IXC in Q4 2022 and held it in 10 quarters. The position peaked at $15.7M in Q4 2022. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Oversea-Chinese Banking Corp (OCBC) reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Oversea-Chinese Banking Corp (OCBC) sold 16,835 iShares Global Energy ETF shares in Q2 2025, an estimated $708K.
Oversea-Chinese Banking Corp (OCBC) first reported a position in iShares Global Energy ETF in Q4 2022 and held it in 10 quarters.
Oversea-Chinese Banking Corp (OCBC)'s iShares Global Energy ETF position peaked at $15.7M in Q4 2022.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q2 2025, filed 1 Aug 2025.