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

BCO 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	$560K	Sell	11,399 -2,400	-17%	-$130K	0.31%	17
2026 Q1	$795K	Hold	13,799	–	–	0.48%	13
2025 Q4	$579K	Hold	13,799	–	–	0.35%	17
2025 Q3	$576K	Hold	13,799	–	–	0.38%	17
2025 Q2	$542K	Hold	13,799	–	–	0.39%	16
2025 Q1	$581K	Hold	13,799	–	–	0.46%	14
2024 Q4	$527K	Buy	+13,799	New	+$565K	0.44%	17

Other funds holding IXC

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

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

BCO Wealth Management reduced its iShares Global Energy ETF (IXC) stake by 17% in Q2 2026, selling an estimated $130K and leaving 11,399 shares worth $560K. The position accounts for 0.31% of the portfolio, ranked #17.

BCO Wealth Management first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $795K in Q1 2026. 90 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

BCO Wealth Management held 11,399 shares of iShares Global Energy ETF worth $560K as of Q2 2026.
BCO Wealth Management sold 2,400 iShares Global Energy ETF shares in Q2 2026, an estimated $130K.
iShares Global Energy ETF made up 0.31% of BCO Wealth Management's portfolio in Q2 2026, its #17 holding.
BCO Wealth Management first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
BCO Wealth Management's iShares Global Energy ETF position peaked at $795K in Q1 2026.
90 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.