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

Smartleaf 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	-548	Closed	-$22.9K	–	2858
2025 Q1	$22.9K	Buy	+548	New	+$22K	﹤0.01%	1549

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 $5.7B AUM 32.06% 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

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

Smartleaf Asset Management sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 548 shares — an estimated $22.9K sold.

Smartleaf Asset Management first reported a position in IXC in Q1 2025 and held it in 1 quarter. The position peaked at $22.9K in Q1 2025. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Smartleaf Asset Management reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
Smartleaf Asset Management sold 548 iShares Global Energy ETF shares in Q2 2025, an estimated $22.9K.
Smartleaf Asset Management first reported a position in iShares Global Energy ETF in Q1 2025 and held it in 1 quarter.
Smartleaf Asset Management's iShares Global Energy ETF position peaked at $22.9K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.