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TSA Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

TSA Wealth 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
2024
Q4 		– Sell
-6,585
Closed -$267K – 65
2024
Q3 		$267K Sell
6,585
-4,126
-39% -$169K 0.11% 52
2024
Q2 		$445K Sell
10,711
-43,029
-80% -$1.84M 0.19% 44
2024
Q1 		$2.31M Buy
53,740
+17,124
+47% +$678K 1.01% 21
2023
Q4 		$1.43M Buy
+36,616
New +$1.46M 0.67% 26

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

TSA Wealth Management's IXC Position: Q4 2024 in Review

TSA Wealth Management sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 6,585 shares — an estimated $267K sold.

TSA Wealth Management first reported a position in IXC in Q4 2023 and held it in 4 quarters. The position peaked at $2.31M in Q1 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • TSA Wealth Management reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
  • TSA Wealth Management sold 6,585 iShares Global Energy ETF shares in Q4 2024, an estimated $267K.
  • TSA Wealth Management first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 4 quarters.
  • TSA Wealth Management's iShares Global Energy ETF position peaked at $2.31M in Q1 2024.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on TSA Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.