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Tidemark’s iShares Global Energy ETF IXC Stock Holding History

Tidemark’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
Q3 		– Sell
-3
Closed -$125 – 689
2025
Q2 		$125 Hold
3
– – ﹤0.01% 696
2025
Q1 		$132 Buy
+3
New +$120 ﹤0.01% 696
2024
Q4 		– Sell
-3
Closed -$124 – 656
2024
Q3 		$124 Hold
3
– – ﹤0.01% 617
2024
Q2 		$127 Buy
+3
New +$129 ﹤0.01% 611

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 $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
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
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $110B AUM 26.29% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Tidemark's IXC Position: Q3 2025 in Review

Tidemark sold out of iShares Global Energy ETF (IXC) in Q3 2025, closing a stake of 3 shares — an estimated $125 sold.

Tidemark first reported a position in IXC in Q2 2024 and held it in 4 quarters. The position peaked at $132 in Q1 2025. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

  • Tidemark reported no remaining iShares Global Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Tidemark sold 3 iShares Global Energy ETF shares in Q3 2025, an estimated $125.
  • Tidemark first reported a position in iShares Global Energy ETF in Q2 2024 and held it in 4 quarters.
  • Tidemark's iShares Global Energy ETF position peaked at $132 in Q1 2025.
  • 283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Tidemark's 13F filing for Q3 2025, filed 3 Nov 2025.