Semmax Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Semmax Financial 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	$41	Hold	1	–	–	﹤0.01%	416
2025 Q1	$50	Hold	1	–	–	﹤0.01%	418
2024 Q4	$52	Hold	1	–	–	﹤0.01%	346
2024 Q3	$53	Sell	1 -70	-99%	-$2.87K	﹤0.01%	367
2024 Q2	$2.92K	Sell	71 -2,235	-97%	-$95.8K	﹤0.01%	310
2024 Q1	$101K	Buy	2,306 +891	+63%	+$35.3K	0.03%	130
2023 Q4	$54.4K	Buy	1,415 +1,298	+1,109%	+$51.6K	0.02%	139
2023 Q3	$4.61K	Buy	+117	New	+$4.64K	﹤0.01%	234
2020 Q1	–	Sell	-1,514	Closed	-$47K	–	291
2019 Q4	$47K	Hold	1,514	–	–	0.03%	113
2019 Q3	$46K	Hold	1,514	–	–	0.03%	117
2019 Q2	$49K	Hold	1,514	–	–	0.03%	120
2019 Q1	$51K	Sell	1,514 -186	-11%	-$6.08K	0.04%	191
2018 Q4	$50K	Buy	+1,700	New	+$57.3K	0.04%	190

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

Semmax Financial Advisors's IXC Position: Q2 2025 in Review

Semmax Financial Advisors held its iShares Global Energy ETF (IXC) position steady in Q2 2025 at 1 share worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Semmax Financial Advisors first reported a position in IXC in Q4 2018 and has held it in 13 quarters since. The position peaked at $101K in Q1 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Semmax Financial Advisors held 1 share of iShares Global Energy ETF worth $41 as of Q2 2025.
Semmax Financial Advisors left its iShares Global Energy ETF share count unchanged in Q2 2025.
iShares Global Energy ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #416 holding.
Semmax Financial Advisors first reported a position in iShares Global Energy ETF in Q4 2018 and has held it in 13 quarters since.
Semmax Financial Advisors's iShares Global Energy ETF position peaked at $101K in Q1 2024.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.