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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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return