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Security Financial Services’s iShares Global Energy ETF IXC Stock Holding History

Security Financial Services’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
Q1 		– Sell
-8,659
Closed -$331K – 173
2024
Q4 		$331K Sell
8,659
-6,226
-42% -$255K 0.07% 126
2024
Q3 		$603K Sell
14,885
-8,053
-35% -$330K 0.12% 87
2024
Q2 		$952K Sell
22,938
-5,728
-20% -$245K 0.21% 70
2024
Q1 		$1.23M Sell
28,666
-71,799
-71% -$2.84M 0.28% 62
2023
Q4 		$3.93M Buy
+100,465
New +$3.99M 0.96% 26

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Security Financial Services's IXC Position: Q1 2025 in Review

Security Financial Services sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 8,659 shares — an estimated $331K sold.

Security Financial Services first reported a position in IXC in Q4 2023 and held it in 5 quarters. The position peaked at $3.93M in Q4 2023. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

  • Security Financial Services reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Security Financial Services sold 8,659 iShares Global Energy ETF shares in Q1 2025, an estimated $331K.
  • Security Financial Services first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 5 quarters.
  • Security Financial Services's iShares Global Energy ETF position peaked at $3.93M in Q4 2023.
  • 323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Security Financial Services's 13F filing for Q1 2025, filed 7 May 2025.