AWM
IXC icon

AE Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

AE Wealth Management’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 		$157K Sell
3,206
-6,751
-68% -$365K ﹤0.01% 1785
2026
Q1 		$574K Buy
9,957
+7,719
+345% +$385K ﹤0.01% 1042
2025
Q4 		$93.8K Sell
2,238
-206
-8% -$8.65K ﹤0.01% 1719
2025
Q3 		$102K Sell
2,444
-317
-11% -$12.9K ﹤0.01% 1569
2025
Q2 		$108K Buy
2,761
+684
+33% +$26.2K ﹤0.01% 1462
2025
Q1 		$87.4K Sell
2,077
-20,679
-91% -$830K ﹤0.01% 1474
2024
Q4 		$869K Buy
22,756
+956
+4% +$39.1K 0.01% 738
2024
Q3 		$882K Sell
21,800
-1,431
-6% -$58.7K 0.01% 723
2024
Q2 		$964K Sell
23,231
-156,374
-87% -$6.7M 0.01% 707
2024
Q1 		$7.71M Sell
179,605
-101,113
-36% -$4.01M 0.09% 243
2023
Q4 		$11M Buy
280,718
+271,954
+3,103% +$10.8M 0.06% 379
2023
Q3 		$362K Buy
+8,764
New +$348K ﹤0.01% 1526
2023
Q1 		– Sell
-93,629
Closed -$3.65M – 1947
2022
Q4 		$3.65M Sell
93,629
-8,867
-9% -$347K 0.03% 555
2022
Q3 		$3.42M Sell
102,496
-14,541
-12% -$510K 0.03% 527
2022
Q2 		$3.96M Sell
117,037
-44,892
-28% -$1.68M 0.03% 454
2022
Q1 		$5.85M Buy
+161,929
New +$5.38M 0.04% 395
2021
Q3 		– Sell
-179,459
Closed -$4.77M – 1675
2021
Q2 		$4.77M Buy
179,459
+26,930
+18% +$699K 0.04% 381
2021
Q1 		$3.76M Buy
+152,529
New +$3.6M 0.04% 381

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

AE Wealth Management's IXC Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Global Energy ETF (IXC) stake by 68% in Q2 2026, selling an estimated $365K and leaving 3,206 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

AE Wealth Management first reported a position in IXC in Q1 2021 and has held it in 18 quarters since. The position peaked at $11M in Q4 2023. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • AE Wealth Management held 3,206 shares of iShares Global Energy ETF worth $157K as of Q2 2026.
  • AE Wealth Management sold 6,751 iShares Global Energy ETF shares in Q2 2026, an estimated $365K.
  • iShares Global Energy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1785 holding.
  • AE Wealth Management first reported a position in iShares Global Energy ETF in Q1 2021 and has held it in 18 quarters since.
  • AE Wealth Management's iShares Global Energy ETF position peaked at $11M in Q4 2023.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.