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Secure Asset Management’s iShares Global Energy ETF IXC Stock Holding History

Secure Asset 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
-8,601
Closed -$362K – 342
2025
Q1 		$362K Sell
8,601
-120
-1% -$4.82K 0.07% 215
2024
Q4 		$333K Buy
8,721
+130
+2% +$5.32K 0.05% 242
2024
Q3 		$348K Sell
8,591
-1
-0% -$41 0.06% 225
2024
Q2 		$357K Buy
8,592
+77
+0.9% +$3.3K 0.07% 204
2024
Q1 		$366K Sell
8,515
-28
-0.3% -$1.11K 0.09% 157
2023
Q4 		$334K Sell
8,543
-268
-3% -$10.7K 0.09% 160
2023
Q3 		$364K Sell
8,811
-1,210
-12% -$48K 0.11% 139
2023
Q2 		$373K Sell
10,021
-2,947
-23% -$111K 0.11% 133
2023
Q1 		$490K Sell
12,968
-3,800
-23% -$147K 0.16% 116
2022
Q4 		$654K Sell
16,768
-2,787
-14% -$109K 0.23% 101
2022
Q3 		$652K Sell
19,555
-1,525
-7% -$53.5K 0.37% 54
2022
Q2 		$714K Buy
21,080
+170
+0.8% +$6.37K 0.4% 46
2022
Q1 		$756K Buy
+20,910
New +$695K 0.34% 58

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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

Secure Asset Management's IXC Position: Q2 2025 in Review

Secure Asset Management sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 8,601 shares — an estimated $362K sold.

Secure Asset Management first reported a position in IXC in Q1 2022 and held it in 13 quarters. The position peaked at $756K in Q1 2022. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

  • Secure Asset Management reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Secure Asset Management sold 8,601 iShares Global Energy ETF shares in Q2 2025, an estimated $362K.
  • Secure Asset Management first reported a position in iShares Global Energy ETF in Q1 2022 and held it in 13 quarters.
  • Secure Asset Management's iShares Global Energy ETF position peaked at $756K in Q1 2022.
  • 290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.