Strategic Blueprint’s iShares Global Energy ETF IXC Stock Holding History

Strategic Blueprint’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 Q4	–	Sell	-10,126	Closed	-$423K	–	718
2025 Q3	$423K	Sell	10,126 -1,696	-14%	-$69.1K	0.02%	513
2025 Q2	$464K	Sell	11,822 -5,652	-32%	-$217K	0.02%	462
2025 Q1	$735K	Sell	17,474 -5,486	-24%	-$220K	0.04%	344
2024 Q4	$877K	Sell	22,960 -5,056	-18%	-$207K	0.05%	288
2024 Q3	$1.13M	Sell	28,016 -8,450	-23%	-$347K	0.07%	239
2024 Q2	$1.51M	Sell	36,466 -50,629	-58%	-$2.17M	0.1%	180
2024 Q1	$3.74M	Buy	87,095 +28,032	+47%	+$1.11M	0.27%	89
2023 Q4	$2.31M	Buy	+59,063	New	+$2.35M	0.19%	119

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Strategic Blueprint's IXC Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares Global Energy ETF (IXC) in Q4 2025, closing a stake of 10,126 shares — an estimated $423K sold.

Strategic Blueprint first reported a position in IXC in Q4 2023 and held it in 8 quarters. The position peaked at $3.74M in Q1 2024. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

Strategic Blueprint reported no remaining iShares Global Energy ETF position as of Q4 2025 after selling out during the quarter.
Strategic Blueprint sold 10,126 iShares Global Energy ETF shares in Q4 2025, an estimated $423K.
Strategic Blueprint first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 8 quarters.
Strategic Blueprint's iShares Global Energy ETF position peaked at $3.74M in Q1 2024.
296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.