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TFC Financial Management’s iShares Global Energy ETF IXC Stock Holding History

TFC Financial 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
Q4 		– Sell
-300
Closed -$12.5K – 1018
2025
Q3 		$12.5K Buy
+300
New +$12.2K ﹤0.01% 390

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TFC Financial Management's IXC Position: Q4 2025 in Review

TFC Financial Management sold out of iShares Global Energy ETF (IXC) in Q4 2025, closing a stake of 300 shares — an estimated $12.5K sold.

TFC Financial Management first reported a position in IXC in Q3 2025 and held it in 1 quarter. The position peaked at $12.5K in Q3 2025. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

  • TFC Financial Management reported no remaining iShares Global Energy ETF position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 300 iShares Global Energy ETF shares in Q4 2025, an estimated $12.5K.
  • TFC Financial Management first reported a position in iShares Global Energy ETF in Q3 2025 and held it in 1 quarter.
  • TFC Financial Management's iShares Global Energy ETF position peaked at $12.5K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.