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Sagespring Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

Sagespring Wealth Partners’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
-5,119
Closed -$215K – 726
2025
Q1 		$215K Sell
5,119
-873,191
-99% -$35M 0.01% 622
2024
Q4 		$33.5M Buy
+878,310
New +$35.9M 0.89% 26

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 $5.7B AUM 32.06% 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

Sagespring Wealth Partners's IXC Position: Q2 2025 in Review

Sagespring Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 5,119 shares — an estimated $215K sold.

Sagespring Wealth Partners first reported a position in IXC in Q4 2024 and held it in 2 quarters. The position peaked at $33.5M in Q4 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

  • Sagespring Wealth Partners reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 5,119 iShares Global Energy ETF shares in Q2 2025, an estimated $215K.
  • Sagespring Wealth Partners first reported a position in iShares Global Energy ETF in Q4 2024 and held it in 2 quarters.
  • Sagespring Wealth Partners's iShares Global Energy ETF position peaked at $33.5M in Q4 2024.
  • 290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Sagespring Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.