Bank Julius Baer & Co
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Bank Julius Baer & Co’s iShares Global Energy ETF IXC Stock Holding History

Bank Julius Baer & Co’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 		$49.1K Hold
1,000
– – ﹤0.01% 593
2026
Q1 		$57.6K Hold
1,000
– – ﹤0.01% 586
2025
Q4 		$41.9K Hold
1,000
– – ﹤0.01% 591
2025
Q3 		$41.8K Hold
1,000
– – ﹤0.01% 604
2025
Q2 		$39.3K Hold
1,000
– – ﹤0.01% 555
2025
Q1 		$42.1K Buy
1,000
+94
+10% +$3.77K ﹤0.01% 554
2024
Q4 		$38.2K Buy
906
+62
+7% +$2.54K ﹤0.01% 577
2024
Q3 		$40.5K Sell
844
-55
-6% -$2.26K ﹤0.01% 475
2024
Q2 		$41.5K Sell
899
-101
-10% -$4.33K ﹤0.01% 453
2024
Q1 		$42.9K Hold
1,000
– – ﹤0.01% 480
2023
Q4 		$39.1K Sell
1,000
-12
-1% -$477 ﹤0.01% 486
2023
Q3 		$42K Buy
1,012
+30
+3% +$1.19K ﹤0.01% 466
2023
Q2 		$37K Sell
982
-18
-2% -$677 ﹤0.01% 511
2023
Q1 		$38K Sell
1,000
-10,687
-91% -$413K ﹤0.01% 521
2022
Q4 		$456K Buy
11,687
+62
+0.5% +$2.43K ﹤0.01% 350
2022
Q3 		$387K Sell
11,625
-270
-2% -$9.47K ﹤0.01% 355
2022
Q2 		$403K Buy
11,895
+9
+0.1% +$337 ﹤0.01% 356
2022
Q1 		$430K Buy
11,886
+8,126
+216% +$270K ﹤0.01% 358
2021
Q4 		$103K Sell
3,760
-43,999
-92% -$1.25M ﹤0.01% 601
2021
Q3 		$1.28M Sell
47,759
-4,855
-9% -$122K 0.01% 302
2021
Q2 		$1.4M Buy
52,614
+9,604
+22% +$249K 0.01% 313
2021
Q1 		$1.06M Buy
43,010
+38,234
+801% +$902K 0.01% 333
2020
Q4 		$97K Buy
4,776
+16
+0.3% +$299 ﹤0.01% 634
2020
Q3 		$78K Buy
4,760
+6
+0.1% +$113 ﹤0.01% 577
2020
Q2 		$94K Buy
4,754
+433
+10% +$8.45K ﹤0.01% 523
2020
Q1 		$73K Buy
+4,321
New +$108K ﹤0.01% 518

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

Bank Julius Baer & Co's IXC Position: Q2 2026 in Review

Bank Julius Baer & Co held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 1,000 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Bank Julius Baer & Co first reported a position in IXC in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.4M in Q2 2021. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Bank Julius Baer & Co held 1,000 shares of iShares Global Energy ETF worth $49.1K as of Q2 2026.
  • Bank Julius Baer & Co left its iShares Global Energy ETF share count unchanged in Q2 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #593 holding.
  • Bank Julius Baer & Co first reported a position in iShares Global Energy ETF in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's iShares Global Energy ETF position peaked at $1.4M in Q2 2021.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.