Bartlett & Co Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Bartlett & Co 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	$113K	Hold	2,305	–	–	﹤0.01%	604
2026 Q1	$130K	Hold	2,305	–	–	﹤0.01%	519
2025 Q4	$96.6K	Sell	2,305 -1,150	-33%	-$48.3K	﹤0.01%	562
2025 Q3	$144K	Hold	3,455	–	–	﹤0.01%	492
2025 Q2	$136K	Buy	+3,455	New	+$132K	﹤0.01%	491

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

Bartlett & Co Wealth Management's IXC Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 2,305 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Bartlett & Co Wealth Management first reported a position in IXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $144K in Q3 2025. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Bartlett & Co Wealth Management held 2,305 shares of iShares Global Energy ETF worth $113K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #604 holding.
Bartlett & Co Wealth Management first reported a position in iShares Global Energy ETF in Q2 2025 and has held it in 5 quarters since.
Bartlett & Co Wealth Management's iShares Global Energy ETF position peaked at $144K in Q3 2025.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.