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

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 $1.17B AUM 28.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ShoreHaven Wealth Partners's IXC Position: Q1 2025 in Review

ShoreHaven Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 9,283 shares — an estimated $354K sold.

ShoreHaven Wealth Partners first reported a position in IXC in Q4 2023 and held it in 5 quarters. The position peaked at $1.72M in Q1 2024. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

ShoreHaven Wealth Partners reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
ShoreHaven Wealth Partners sold 9,283 iShares Global Energy ETF shares in Q1 2025, an estimated $354K.
ShoreHaven Wealth Partners first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 5 quarters.
ShoreHaven Wealth Partners's iShares Global Energy ETF position peaked at $1.72M in Q1 2024.
323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.