1834 Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

1834 Investment Advisors’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 Q2	$270K	Hold	5,487	–	–	0.03%	203
2026 Q1	$316K	Hold	5,487	–	–	0.04%	186
2025 Q4	$230K	Sell	5,487 -622	-10%	-$26.1K	0.03%	200
2025 Q3	$255K	Sell	6,109 -1,000	-14%	-$40.7K	0.03%	196
2025 Q2	$279K	Sell	7,109 -809	-10%	-$31K	0.04%	193
2025 Q1	$333K	Sell	7,918 -1,798	-19%	-$72.2K	0.04%	179
2024 Q4	$371K	Hold	9,716	–	–	0.05%	177
2024 Q3	$393K	Hold	9,716	–	–	0.05%	179
2024 Q2	$403K	Hold	9,716	–	–	0.05%	179
2024 Q1	$417K	Hold	9,716	–	–	0.05%	177
2023 Q4	$380K	Sell	9,716 -11,018	-53%	-$438K	0.05%	183
2023 Q3	$855K	Sell	20,734 -2,244	-10%	-$89K	0.11%	127
2023 Q2	$855K	Sell	22,978 -8,481	-27%	-$319K	0.1%	137
2023 Q1	$1.19M	Buy	+31,459	New	+$1.21M	0.14%	114
2021 Q1	–	Sell	-152	Closed	-$3K	–	478
2020 Q4	$3K	Hold	152	–	–	﹤0.01%	427
2020 Q3	$2K	Hold	152	–	–	﹤0.01%	404
2020 Q2	$3K	Hold	152	–	–	﹤0.01%	405
2020 Q1	$3K	Hold	152	–	–	﹤0.01%	378
2019 Q4	$5K	Hold	152	–	–	﹤0.01%	419
2019 Q3	$5K	Hold	152	–	–	﹤0.01%	422
2019 Q2	$5K	Sell	152 -304	-67%	-$10K	﹤0.01%	399
2019 Q1	$15K	Sell	456 -152	-25%	-$4.97K	﹤0.01%	335
2018 Q4	$18K	Hold	608	–	–	﹤0.01%	326
2018 Q3	$23K	Hold	608	–	–	﹤0.01%	324
2018 Q2	$23K	Buy	+608	New	+$22.5K	﹤0.01%	330

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

1834 Investment Advisors's IXC Position: Q2 2026 in Review

1834 Investment Advisors held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 5,487 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #203.

1834 Investment Advisors first reported a position in IXC in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.19M in Q1 2023. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

1834 Investment Advisors held 5,487 shares of iShares Global Energy ETF worth $270K as of Q2 2026.
1834 Investment Advisors left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.03% of 1834 Investment Advisors's portfolio in Q2 2026, its #203 holding.
1834 Investment Advisors first reported a position in iShares Global Energy ETF in Q2 2018 and has held it in 25 quarters since.
1834 Investment Advisors's iShares Global Energy ETF position peaked at $1.19M in Q1 2023.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.