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Pineridge Advisors’s iShares Global Energy ETF IXC Stock Holding History

Pineridge 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
Q3 		$25.4K Hold
609
– – 0.01% 149
2025
Q2 		$23.9K Buy
609
+11
+2% +$422 0.01% 158
2025
Q1 		$25.2K Hold
598
– – 0.01% 162
2024
Q4 		$22.8K Buy
598
+13
+2% +$532 0.01% 204
2024
Q3 		$23.7K Hold
585
– – 0.01% 202
2024
Q2 		$24.3K Hold
585
– – 0.01% 194
2024
Q1 		$25.1K Hold
585
– – 0.01% 195
2023
Q4 		$22.9K Buy
+585
New +$23.3K 0.01% 248

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
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
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Pineridge Advisors's IXC Position: Q3 2025 in Review

Pineridge Advisors held its iShares Global Energy ETF (IXC) position steady in Q3 2025 at 609 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #149.

Pineridge Advisors first reported a position in IXC in Q4 2023 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

  • Pineridge Advisors held 609 shares of iShares Global Energy ETF worth $25.4K as of Q3 2025.
  • Pineridge Advisors left its iShares Global Energy ETF share count unchanged in Q3 2025.
  • iShares Global Energy ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #149 holding.
  • Pineridge Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.