Plante Moran Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Plante Moran Financial 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	-58	Closed	-$2.21K	–	883
2024 Q4	$2.21K	Buy	58 +3	+5%	+$123	﹤0.01%	773
2024 Q3	$2.23K	Hold	55	–	–	﹤0.01%	748
2024 Q2	$2.28K	Hold	55	–	–	﹤0.01%	701
2024 Q1	$2.36K	Hold	55	–	–	﹤0.01%	756
2023 Q4	$2.15K	Buy	+55	New	+$2.19K	﹤0.01%	716
2022 Q4	–	Sell	-185	Closed	-$6K	–	924
2022 Q3	$6K	Sell	185 -453	-71%	-$15.9K	﹤0.01%	662
2022 Q2	$22K	Buy	+638	New	+$23.9K	﹤0.01%	447
2021 Q2	–	Sell	-394	Closed	-$10K	–	1012
2021 Q1	$10K	Buy	+394	New	+$9.3K	﹤0.01%	645

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

Plante Moran Financial Advisors's IXC Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 58 shares — an estimated $2.21K sold.

Plante Moran Financial Advisors first reported a position in IXC in Q1 2021 and held it in 8 quarters. The position peaked at $22K in Q2 2022. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Plante Moran Financial Advisors reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 58 iShares Global Energy ETF shares in Q1 2025, an estimated $2.21K.
Plante Moran Financial Advisors first reported a position in iShares Global Energy ETF in Q1 2021 and held it in 8 quarters.
Plante Moran Financial Advisors's iShares Global Energy ETF position peaked at $22K in Q2 2022.
322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.