Regimen Wealth’s iShares Global Energy ETF IXC Stock Holding History

Regimen Wealth’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
2024 Q4	–	Sell	-7,555	Closed	-$306K	–	68
2024 Q3	$306K	Buy	7,555 +30	+0.4%	+$1.23K	0.1%	50
2024 Q2	$312K	Buy	7,525 +680	+10%	+$29.1K	0.11%	50
2024 Q1	$294K	Buy	6,845 +284	+4%	+$11.3K	0.1%	49
2023 Q4	$257K	Buy	+6,561	New	+$261K	0.1%	54

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Regimen Wealth's IXC Position: Q4 2024 in Review

Regimen Wealth sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 7,555 shares — an estimated $306K sold.

Regimen Wealth first reported a position in IXC in Q4 2023 and held it in 4 quarters. The position peaked at $312K in Q2 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

Regimen Wealth reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
Regimen Wealth sold 7,555 iShares Global Energy ETF shares in Q4 2024, an estimated $306K.
Regimen Wealth first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 4 quarters.
Regimen Wealth's iShares Global Energy ETF position peaked at $312K in Q2 2024.
376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Regimen Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.