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Principal Securities’s iShares Global Energy ETF IXC Stock Holding History

Principal Securities’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
Q4 		– Sell
-3,076
Closed -$128K – 2470
2025
Q3 		$128K Sell
3,076
-322
-9% -$13.1K ﹤0.01% 1477
2025
Q2 		$134K Sell
3,398
-1,338
-28% -$51.3K ﹤0.01% 1413
2025
Q1 		$181K Buy
4,736
+497
+12% +$19.9K ﹤0.01% 1168
2024
Q4 		$162K Buy
4,239
+226
+6% +$9.25K ﹤0.01% 1218
2024
Q3 		$162K Sell
4,013
-211
-5% -$8.66K ﹤0.01% 1184
2024
Q2 		$175K Sell
4,224
-561
-12% -$24K ﹤0.01% 1085
2024
Q1 		$206K Buy
4,785
+398
+9% +$15.8K 0.01% 1009
2023
Q4 		$172K Buy
+4,387
New +$174K 0.01% 986

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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