Advisory Alpha’s iShares Global Energy ETF IXC Stock Holding History

Advisory Alpha’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	$664K	Buy	13,506 +190	+1%	+$10.3K	0.02%	302
2026 Q1	$767K	Buy	+13,316	New	+$663K	0.02%	242
2024 Q2	–	Sell	-8,830	Closed	-$379K	–	407
2024 Q1	$379K	Buy	8,830 +2,845	+48%	+$113K	0.02%	251
2023 Q4	$234K	Buy	+5,985	New	+$238K	0.01%	306
2020 Q4	–	Sell	-2,157	Closed	-$36K	–	371
2020 Q3	$36K	Buy	+2,157	New	+$40.7K	0.01%	241
2020 Q2	–	Sell	-2,973	Closed	-$54.7K	–	354
2020 Q1	$54.7K	Buy	2,973 +439	+17%	+$11K	0.02%	197
2019 Q4	$78.4K	Sell	2,534 -542	-18%	-$16.6K	0.02%	228
2019 Q3	$90.2K	Buy	+3,076	New	+$94.3K	0.03%	183
2019 Q2	–	Sell	-3,761	Closed	-$123K	–	382
2019 Q1	$123K	Buy	+3,761	New	+$123K	0.04%	149

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

Advisory Alpha's IXC Position: Q2 2026 in Review

Advisory Alpha increased its iShares Global Energy ETF (IXC) stake by 1.4% in Q2 2026, buying an estimated $10.3K and bringing the position to 13,506 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #302.

Advisory Alpha first reported a position in IXC in Q1 2019 and has held it in 9 quarters since. The position peaked at $767K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Advisory Alpha held 13,506 shares of iShares Global Energy ETF worth $664K as of Q2 2026.
Advisory Alpha bought 190 iShares Global Energy ETF shares in Q2 2026, an estimated $10.3K.
iShares Global Energy ETF made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #302 holding.
Advisory Alpha first reported a position in iShares Global Energy ETF in Q1 2019 and has held it in 9 quarters since.
Advisory Alpha's iShares Global Energy ETF position peaked at $767K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.