Peapack-Gladstone Financial Corp’s iShares Global Energy ETF IXC Stock Holding History

Peapack-Gladstone Financial Corp’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	-5,781	Closed	-$243K	–	689
2025 Q1	$243K	Hold	5,781	–	–	﹤0.01%	602
2024 Q4	$221K	Sell	5,781 -3,750	-39%	-$153K	﹤0.01%	632
2024 Q3	$386K	Hold	9,531	–	–	0.01%	533
2024 Q2	$395K	Buy	9,531 +500	+6%	+$21.4K	0.01%	510
2024 Q1	$388K	Hold	9,031	–	–	0.01%	525
2023 Q4	$354K	Buy	9,031 +600	+7%	+$23.9K	0.01%	542
2023 Q3	$348K	Buy	8,431 +1,750	+26%	+$69.4K	0.01%	532
2023 Q2	$248K	Buy	+6,681	New	+$251K	﹤0.01%	603

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

Peapack-Gladstone Financial Corp's IXC Position: Q2 2025 in Review

Peapack-Gladstone Financial Corp sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 5,781 shares — an estimated $243K sold.

Peapack-Gladstone Financial Corp first reported a position in IXC in Q2 2023 and held it in 8 quarters. The position peaked at $395K in Q2 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Peapack-Gladstone Financial Corp reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 5,781 iShares Global Energy ETF shares in Q2 2025, an estimated $243K.
Peapack-Gladstone Financial Corp first reported a position in iShares Global Energy ETF in Q2 2023 and held it in 8 quarters.
Peapack-Gladstone Financial Corp's iShares Global Energy ETF position peaked at $395K in Q2 2024.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2025, filed 14 Aug 2025.