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Thurston Springer Miller Herd & Titak’s iShares Global Energy ETF IXC Stock Holding History

Thurston Springer Miller Herd & Titak’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
2026
Q1 		– Sell
-725
Closed -$30.4K – 1381
2025
Q4 		$30.4K Buy
+725
New +$30.4K 0.01% 619
2025
Q3 		– Sell
-3,004
Closed -$118K – 972
2025
Q2 		$118K Buy
3,004
+1,444
+93% +$55.4K 0.02% 467
2025
Q1 		$65.6K Buy
1,560
+670
+75% +$26.9K 0.01% 551
2024
Q4 		$34K Hold
890
– – 0.01% 613
2024
Q3 		$36K Hold
890
– – 0.01% 650
2024
Q2 		$36.9K Buy
+890
New +$38.1K 0.01% 633

Other funds holding IXC

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Fisher Asset Management
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $4.61B AUM 25.58% 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