West Wealth Group’s iShares Global Energy ETF IXC Stock Holding History

West Wealth Group’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 Q1	–	Sell	-33,134	Closed	-$1.27M	–	101
2024 Q4	$1.27M	Buy	33,134 +5,398	+19%	+$221K	0.38%	30
2024 Q3	$1.12M	Buy	27,736 +1,407	+5%	+$57.7K	0.36%	29
2024 Q2	$1.09M	Sell	26,329 -61,480	-70%	-$2.63M	0.39%	31
2024 Q1	$3.77M	Buy	87,809 +43,257	+97%	+$1.71M	1.4%	15
2023 Q4	$1.74M	Buy	+44,552	New	+$1.77M	0.69%	23

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

West Wealth Group's IXC Position: Q1 2025 in Review

West Wealth Group sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 33,134 shares — an estimated $1.27M sold.

West Wealth Group first reported a position in IXC in Q4 2023 and held it in 5 quarters. The position peaked at $3.77M in Q1 2024. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

West Wealth Group reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
West Wealth Group sold 33,134 iShares Global Energy ETF shares in Q1 2025, an estimated $1.27M.
West Wealth Group first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 5 quarters.
West Wealth Group's iShares Global Energy ETF position peaked at $3.77M in Q1 2024.
322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on West Wealth Group's 13F filing for Q1 2025, filed 5 May 2025.