Robertson Stephens Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Robertson Stephens Wealth Management’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 Q2	–	Sell	-7,189	Closed	-$302K	–	574
2025 Q1	$302K	Sell	7,189 -304	-4%	-$12.2K	0.01%	454
2024 Q4	$286K	Buy	7,493 +121	+2%	+$4.95K	0.01%	479
2024 Q3	$298K	Sell	7,372 -194	-3%	-$7.96K	0.01%	527
2024 Q2	$314K	Sell	7,566 -6,822	-47%	-$292K	0.02%	401
2024 Q1	$618K	Buy	14,388 +3,471	+32%	+$137K	0.03%	307
2023 Q4	$427K	Buy	+10,917	New	+$434K	0.03%	339
2022 Q3	–	Sell	-10,916	Closed	-$369K	–	379
2022 Q2	$369K	Sell	10,916 -4,353	-29%	-$163K	0.03%	277
2022 Q1	$551K	Sell	15,269 -1,356	-8%	-$45.1K	0.05%	243
2021 Q4	$457K	Sell	16,625 -2,581	-13%	-$73.2K	0.04%	269
2021 Q3	$515K	Buy	+19,206	New	+$482K	0.06%	204

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

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

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

ECM

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

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

VCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Robertson Stephens Wealth Management's IXC Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 7,189 shares — an estimated $302K sold.

Robertson Stephens Wealth Management first reported a position in IXC in Q3 2021 and held it in 10 quarters. The position peaked at $618K in Q1 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Robertson Stephens Wealth Management reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 7,189 iShares Global Energy ETF shares in Q2 2025, an estimated $302K.
Robertson Stephens Wealth Management first reported a position in iShares Global Energy ETF in Q3 2021 and held it in 10 quarters.
Robertson Stephens Wealth Management's iShares Global Energy ETF position peaked at $618K in Q1 2024.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.