Avantax Planning Partners’s iShares Global Energy ETF IXC Stock Holding History

Avantax Planning Partners’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	–	Sell	-5,997	Closed	-$346K	–	468
2026 Q1	$346K	Buy	5,997 +652	+12%	+$32.5K	0.01%	329
2025 Q4	$224K	Buy	5,345 +25	+0.5%	+$1.05K	0.01%	399
2025 Q3	$222K	Hold	5,320	–	–	0.01%	401
2025 Q2	$209K	Buy	5,320 +21	+0.4%	+$805	0.01%	423
2025 Q1	$223K	Hold	5,299	–	–	0.01%	389
2024 Q4	$202K	Buy	5,299 +4	+0.1%	+$164	0.01%	416
2024 Q3	$214K	Hold	5,295	–	–	0.01%	411
2024 Q2	$220K	Buy	+5,295	New	+$227K	0.01%	424
2018 Q4	–	Sell	-111	Closed	-$4K	–	747
2018 Q3	$4K	Buy	+111	New	+$4.1K	﹤0.01%	1171
2018 Q2	–	Sell	-111	Closed	-$4K	–	847
2018 Q1	$4K	Buy	+111	New	+$3.89K	﹤0.01%	1425

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

Avantax Planning Partners's IXC Position: Q2 2026 in Review

Avantax Planning Partners sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 5,997 shares — an estimated $346K sold.

Avantax Planning Partners first reported a position in IXC in Q1 2018 and held it in 10 quarters. The position peaked at $346K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Avantax Planning Partners reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
Avantax Planning Partners sold 5,997 iShares Global Energy ETF shares in Q2 2026, an estimated $346K.
Avantax Planning Partners first reported a position in iShares Global Energy ETF in Q1 2018 and held it in 10 quarters.
Avantax Planning Partners's iShares Global Energy ETF position peaked at $346K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.