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Wilmington Savings Fund Society’s iShares Global Energy ETF IXC Stock Holding History

Wilmington Savings Fund Society’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
Q2 		– Sell
-6
Closed -$252 – 2096
2025
Q1 		$252 Hold
6
– – ﹤0.01% 2038
2024
Q4 		$229 Buy
+6
New +$246 ﹤0.01% 2064

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Morgan Stanley
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ECM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wilmington Savings Fund Society's IXC Position: Q2 2025 in Review

Wilmington Savings Fund Society sold out of iShares Global Energy ETF (IXC) in Q2 2025, closing a stake of 6 shares — an estimated $252 sold.

Wilmington Savings Fund Society first reported a position in IXC in Q4 2024 and held it in 2 quarters. The position peaked at $252 in Q1 2025. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

  • Wilmington Savings Fund Society reported no remaining iShares Global Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 6 iShares Global Energy ETF shares in Q2 2025, an estimated $252.
  • Wilmington Savings Fund Society first reported a position in iShares Global Energy ETF in Q4 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's iShares Global Energy ETF position peaked at $252 in Q1 2025.
  • 290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2025, filed 28 Jul 2025.