SageView Advisory Group’s iShares Global Energy ETF IXC Stock Holding History

SageView Advisory Group’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 Q4	$235K	Hold	5,607	–	–	0.01%	544
2025 Q3	$234K	Hold	5,607	–	–	0.01%	587
2025 Q2	$228K	Sell	5,607 -1,914	-25%	-$73.4K	0.01%	568
2025 Q1	$316K	Hold	7,521	–	–	0.01%	460
2024 Q4	$287K	Buy	+7,521	New	+$308K	0.01%	473

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

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

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

ECM

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

VCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SageView Advisory Group's IXC Position: Q4 2025 in Review

SageView Advisory Group held its iShares Global Energy ETF (IXC) position steady in Q4 2025 at 5,607 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #544.

SageView Advisory Group first reported a position in IXC in Q4 2024 and has held it in 5 quarters since. The position peaked at $316K in Q1 2025. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

SageView Advisory Group held 5,607 shares of iShares Global Energy ETF worth $235K as of Q4 2025.
SageView Advisory Group left its iShares Global Energy ETF share count unchanged in Q4 2025.
iShares Global Energy ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #544 holding.
SageView Advisory Group first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 5 quarters since.
SageView Advisory Group's iShares Global Energy ETF position peaked at $316K in Q1 2025.
296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.