Brookwood Investment Group’s iShares Global Energy ETF IXC Stock Holding History

Brookwood Investment Group’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	$1.03M	Buy	+20,870	New	+$1.13M	0.12%	184

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

Brookwood Investment Group's IXC Position: Q2 2026 in Review

Brookwood Investment Group opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 20,870 shares worth $1.03M. The stake represents 0.12% of the portfolio and ranks #184 among its holdings.

333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Brookwood Investment Group held 20,870 shares of iShares Global Energy ETF worth $1.03M as of Q2 2026.
iShares Global Energy ETF was a new Brookwood Investment Group position in Q2 2026.
iShares Global Energy ETF made up 0.12% of Brookwood Investment Group's portfolio in Q2 2026, its #184 holding.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.