Sanctuary Advisors’s iShares Global Energy ETF IXC Stock Holding History

Sanctuary Advisors’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	-9,902	Closed	-$417K	–	2402
2025 Q1	$417K	Sell	9,902 -10,416	-51%	-$418K	﹤0.01%	1620
2024 Q4	$812K	Sell	20,318 -37,358	-65%	-$1.53M	0.01%	1378
2024 Q3	$2.48M	Sell	57,676 -462,730	-89%	-$19M	0.02%	761
2024 Q2	$22.9M	Buy	+520,406	New	+$22.3M	0.17%	128

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

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

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

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

Sanctuary Advisors's IXC Position: Q2 2025 in Review

Sanctuary Advisors sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 9,902 shares — an estimated $417K sold.

Sanctuary Advisors first reported a position in IXC in Q2 2024 and held it in 4 quarters. The position peaked at $22.9M in Q2 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Sanctuary Advisors reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Sanctuary Advisors sold 9,902 iShares Global Energy ETF shares in Q2 2025, an estimated $417K.
Sanctuary Advisors first reported a position in iShares Global Energy ETF in Q2 2024 and held it in 4 quarters.
Sanctuary Advisors's iShares Global Energy ETF position peaked at $22.9M in Q2 2024.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Sanctuary Advisors's 13F filing for Q2 2025, filed 6 Jan 2026.