Principia Wealth Advisory’s iShares Global Energy ETF IXC Stock Holding History

Principia Wealth Advisory’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	-1,795	Closed	-$68.5K	–	885
2024 Q4	$68.5K	Buy	+1,795	New	+$73.5K	0.06%	77

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

Principia Wealth Advisory's IXC Position: Q1 2025 in Review

Principia Wealth Advisory sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 1,795 shares — an estimated $68.5K sold.

Principia Wealth Advisory first reported a position in IXC in Q4 2024 and held it in 1 quarter. The position peaked at $68.5K in Q4 2024. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Principia Wealth Advisory reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
Principia Wealth Advisory sold 1,795 iShares Global Energy ETF shares in Q1 2025, an estimated $68.5K.
Principia Wealth Advisory first reported a position in iShares Global Energy ETF in Q4 2024 and held it in 1 quarter.
Principia Wealth Advisory's iShares Global Energy ETF position peaked at $68.5K in Q4 2024.
322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.