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 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

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

Bright Financial Advisors's IXC Position: Q2 2026 in Review

Bright Financial Advisors held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 5,000 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #66.

Bright Financial Advisors first reported a position in IXC in Q1 2024 and has held it in 8 quarters since. The position peaked at $288K in Q1 2026. 335 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Bright Financial Advisors held 5,000 shares of iShares Global Energy ETF worth $246K as of Q2 2026.
Bright Financial Advisors left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.1% of Bright Financial Advisors's portfolio in Q2 2026, its #66 holding.
Bright Financial Advisors first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 8 quarters since.
Bright Financial Advisors's iShares Global Energy ETF position peaked at $288K in Q1 2026.
335 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.