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ShoreHaven Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

ShoreHaven Wealth Partners’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
-9,283
Closed -$354K – 92
2024
Q4 		$354K Sell
9,283
-2,246
-19% -$91.9K 0.17% 67
2024
Q3 		$467K Sell
11,529
-353
-3% -$14.5K 0.23% 57
2024
Q2 		$493K Sell
11,882
-28,144
-70% -$1.21M 0.26% 54
2024
Q1 		$1.72M Buy
40,026
+3,882
+11% +$154K 0.95% 26
2023
Q4 		$1.41M Buy
+36,144
New +$1.44M 0.86% 32

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 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 $376B AUM 19.32% 1-Year Est. Return