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 Q3	$649K	Hold	11,399	–	–	0.35%	16
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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Strategic Wealth Investment Group Louisville, Kentucky $806M AUM 8.31% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

BCO Wealth Management's IXC Position: Q3 2026 in Review

BCO Wealth Management held its iShares Global Energy ETF (IXC) position steady in Q3 2026 at 11,399 shares worth $649K. The position accounts for 0.35% of the portfolio, ranked #16.

BCO Wealth Management first reported a position in IXC in Q4 2024 and has held it in 8 quarters since. The position peaked at $795K in Q1 2026. 123 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

BCO Wealth Management held 11,399 shares of iShares Global Energy ETF worth $649K as of Q3 2026.
BCO Wealth Management left its iShares Global Energy ETF share count unchanged in Q3 2026.
iShares Global Energy ETF made up 0.35% of BCO Wealth Management's portfolio in Q3 2026, its #16 holding.
BCO Wealth Management first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 8 quarters since.
BCO Wealth Management's iShares Global Energy ETF position peaked at $795K in Q1 2026.
123 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.