Baird Financial Group
IXC icon

Baird Financial Group’s iShares Global Energy ETF IXC Stock Holding History

Baird Financial Group’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 		$306K Buy
6,220
+562
+10% +$30.4K ﹤0.01% 1728
2026
Q1 		$326K Hold
5,658
– – ﹤0.01% 1612
2025
Q4 		$237K Sell
5,658
-84
-1% -$3.53K ﹤0.01% 1702
2025
Q3 		$240K Buy
5,742
+325
+6% +$13.2K ﹤0.01% 1690
2025
Q2 		$213K Sell
5,417
-1,464
-21% -$56.1K ﹤0.01% 1691
2025
Q1 		$289K Sell
6,881
-116
-2% -$4.66K ﹤0.01% 1577
2024
Q4 		$267K Buy
6,997
+41
+0.6% +$1.68K ﹤0.01% 1589
2024
Q3 		$282K Sell
6,956
-63,294
-90% -$2.6M ﹤0.01% 1562
2024
Q2 		$2.92M Sell
70,250
-23,114
-25% -$991K 0.01% 848
2024
Q1 		$4.01M Buy
93,364
+801
+0.9% +$31.7K 0.01% 728
2023
Q4 		$3.62M Buy
92,563
+20,266
+28% +$806K 0.01% 749
2023
Q3 		$2.98M Sell
72,297
-23
-0% -$912 0.01% 784
2023
Q2 		$2.69M Sell
72,320
-2,799
-4% -$105K 0.01% 821
2023
Q1 		$2.84M Sell
75,119
-25,836
-26% -$998K 0.01% 777
2022
Q4 		$3.94M Buy
100,955
+2,496
+3% +$97.7K 0.01% 642
2022
Q3 		$3.28M Sell
98,459
-32,792
-25% -$1.15M 0.01% 674
2022
Q2 		$4.45M Buy
131,251
+5,257
+4% +$197K 0.01% 608
2022
Q1 		$4.55M Buy
125,994
+4,007
+3% +$133K 0.01% 648
2021
Q4 		$3.36M Buy
+121,987
New +$3.46M 0.01% 740

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

Baird Financial Group's IXC Position: Q2 2026 in Review

Baird Financial Group increased its iShares Global Energy ETF (IXC) stake by 9.9% in Q2 2026, buying an estimated $30.4K and bringing the position to 6,220 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Baird Financial Group first reported a position in IXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.55M in Q1 2022. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Baird Financial Group held 6,220 shares of iShares Global Energy ETF worth $306K as of Q2 2026.
  • Baird Financial Group bought 562 iShares Global Energy ETF shares in Q2 2026, an estimated $30.4K.
  • iShares Global Energy ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1728 holding.
  • Baird Financial Group first reported a position in iShares Global Energy ETF in Q4 2021 and has held it in 19 quarters since.
  • Baird Financial Group's iShares Global Energy ETF position peaked at $4.55M in Q1 2022.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.