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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities's IXC Position: Q4 2025 in Review

Principal Securities sold out of iShares Global Energy ETF (IXC) in Q4 2025, closing a stake of 3,076 shares — an estimated $128K sold.

Principal Securities first reported a position in IXC in Q4 2023 and held it in 8 quarters. The position peaked at $206K in Q1 2024. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

Principal Securities reported no remaining iShares Global Energy ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 3,076 iShares Global Energy ETF shares in Q4 2025, an estimated $128K.
Principal Securities first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares Global Energy ETF position peaked at $206K in Q1 2024.
296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.