Tucker Asset Management’s iShares Global Energy ETF IXC Stock Holding History

Tucker Asset 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 Q3	–	Sell	-222	Closed	-$8.72K	–	329
2025 Q2	$8.72K	Buy	222 +104	+88%	+$3.99K	﹤0.01%	230
2025 Q1	$4.96K	Buy	118 +113	+2,260%	+$4.54K	﹤0.01%	259
2024 Q4	$191	Sell	5 -334	-99%	-$13.7K	﹤0.01%	1457
2024 Q3	$13.7K	Sell	339 -314	-48%	-$12.9K	﹤0.01%	626
2024 Q2	$27.1K	Buy	653 +107	+20%	+$4.58K	0.01%	535
2024 Q1	$23.5K	Buy	546 +489	+858%	+$19.4K	0.01%	623
2023 Q4	$2.23K	Hold	57	–	–	﹤0.01%	1107
2023 Q3	$2.35K	Hold	57	–	–	﹤0.01%	1001
2023 Q2	$2.12K	Hold	57	–	–	﹤0.01%	841
2023 Q1	$2.15K	Hold	57	–	–	﹤0.01%	879
2022 Q4	$2.21K	Hold	57	–	–	﹤0.01%	536
2022 Q3	$2.28K	Hold	57	–	–	﹤0.01%	545
2022 Q2	$1.93K	Buy	+57	New	+$2.13K	﹤0.01%	451

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

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

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 Zurich, Switzerland $786B AUM 40.34% 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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Tucker Asset Management's IXC Position: Q3 2025 in Review

Tucker Asset Management sold out of iShares Global Energy ETF (IXC) in Q3 2025, closing a stake of 222 shares — an estimated $8.72K sold.

Tucker Asset Management first reported a position in IXC in Q2 2022 and held it in 13 quarters. The position peaked at $27.1K in Q2 2024. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

Tucker Asset Management reported no remaining iShares Global Energy ETF position as of Q3 2025 after selling out during the quarter.
Tucker Asset Management sold 222 iShares Global Energy ETF shares in Q3 2025, an estimated $8.72K.
Tucker Asset Management first reported a position in iShares Global Energy ETF in Q2 2022 and held it in 13 quarters.
Tucker Asset Management's iShares Global Energy ETF position peaked at $27.1K in Q2 2024.
283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on Tucker Asset Management's 13F filing for Q3 2025, filed 6 Jan 2026.