PFM
IXC icon

Phillips Financial Management’s iShares Global Energy ETF IXC Stock Holding History

Phillips Financial 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
2026
Q1 		$52 Hold
1
– – ﹤0.01% 283
2025
Q4 		$38 Sell
1
-49
-98% -$2.06K ﹤0.01% 307
2025
Q3 		$2.08K Buy
50
+1
+2% +$41 ﹤0.01% 299
2025
Q2 		$1.96K Sell
49
-51
-51% -$1.96K ﹤0.01% 273
2025
Q1 		$4.2K Hold
100
– – ﹤0.01% 252
2024
Q4 		$3.81K Sell
100
-7
-7% -$287 ﹤0.01% 251
2024
Q3 		$4.33K Hold
107
– – ﹤0.01% 262
2024
Q2 		$4.44K Hold
107
– – ﹤0.01% 255
2024
Q1 		$4.58K Sell
107
-17
-14% -$673 ﹤0.01% 250
2023
Q4 		$4.85K Buy
124
+24
+24% +$954 ﹤0.01% 234
2023
Q3 		$4.12K Hold
100
– – ﹤0.01% 232
2023
Q2 		$3.71K Hold
100
– – ﹤0.01% 230
2023
Q1 		$3.77K Hold
100
– – ﹤0.01% 231
2022
Q4 		$3.89K Hold
100
– – ﹤0.01% 220
2022
Q3 		$3K Buy
+100
New +$3.51K ﹤0.01% 218

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 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