Bright Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Bright Financial Advisors’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	$285K	Hold	5,000	–	–	0.12%	60
2026 Q2	$246K	Hold	5,000	–	–	0.1%	66
2026 Q1	$288K	Hold	5,000	–	–	0.13%	52
2025 Q4	$210K	Hold	5,000	–	–	0.1%	61
2025 Q3	$209K	Buy	+5,000	New	+$204K	0.1%	61
2025 Q2	–	Sell	-5,000	Closed	-$210K	–	57
2025 Q1	$210K	Buy	+5,000	New	+$201K	0.13%	53
2024 Q4	–	Sell	-5,000	Closed	-$202K	–	56
2024 Q3	$202K	Hold	5,000	–	–	0.13%	52
2024 Q2	$208K	Sell	5,000 -3	-0.1%	-$129	0.15%	46
2024 Q1	$214K	Buy	+5,003	New	+$198K	0.16%	45

Other funds holding IXC

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Bright Financial Advisors's IXC Position: Q3 2026 in Review

Bright Financial Advisors held its iShares Global Energy ETF (IXC) position steady in Q3 2026 at 5,000 shares worth $285K. The position accounts for 0.12% of the portfolio, ranked #60.

Bright Financial Advisors first reported a position in IXC in Q1 2024 and has held it in 9 quarters since. The position peaked at $288K in Q1 2026. 302 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

Bright Financial Advisors held 5,000 shares of iShares Global Energy ETF worth $285K as of Q3 2026.
Bright Financial Advisors left its iShares Global Energy ETF share count unchanged in Q3 2026.
iShares Global Energy ETF made up 0.12% of Bright Financial Advisors's portfolio in Q3 2026, its #60 holding.
Bright Financial Advisors first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 9 quarters since.
Bright Financial Advisors's iShares Global Energy ETF position peaked at $288K in Q1 2026.
302 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Bright Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.