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Wealth Enhancement Advisory Services’s
iShares Global Energy ETF
IXC
Stock Holding History
Wealth Enhancement Advisory Services’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
$1.81M
Sell
31,992
-15,854
-33%
-$790K
﹤0.01%
1449
2025
Q4
$2.02M
Buy
47,846
+3,128
+7%
+$131K
﹤0.01%
1514
2025
Q3
$1.88M
Buy
44,718
+450
+1%
+$18.3K
﹤0.01%
1477
2025
Q2
$1.78M
Buy
44,268
+1,104
+3%
+$42.3K
﹤0.01%
1414
2025
Q1
$1.82M
Buy
43,164
+2,322
+6%
+$93.2K
﹤0.01%
1298
2024
Q4
$1.56M
Buy
40,842
+183
+0.5%
+$7.49K
﹤0.01%
1307
2024
Q3
$1.65M
Buy
40,659
+2,303
+6%
+$94.5K
﹤0.01%
1153
2024
Q2
$1.59M
Buy
38,356
+3,292
+9%
+$141K
﹤0.01%
1086
2024
Q1
$1.51M
Sell
35,064
-3,219
-8%
-$128K
﹤0.01%
1071
2023
Q4
$1.5M
Buy
38,283
+1,747
+5%
+$69.4K
﹤0.01%
1003
2023
Q3
$1.51M
Buy
+36,536
New
+$1.45M
0.01%
959
Other funds holding IXC
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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