Cambria Investment Management’s iShares Global Energy ETF IXC Stock Holding History

Cambria Investment 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	$6.46M	Sell	131,464 -71,051	-35%	-$3.84M	0.32%	134
2026 Q1	$11.7M	Buy	+202,515	New	+$10.1M	0.65%	13
2023 Q4	–	Sell	-290,399	Closed	-$12M	–	305
2023 Q3	$12M	Buy	+290,399	New	+$11.5M	0.97%	20
2023 Q1	–	Sell	-374,760	Closed	-$14.6M	–	288
2022 Q4	$14.6M	Sell	374,760 -169,511	-31%	-$6.64M	1.23%	7
2022 Q3	$18.1M	Buy	544,271 +234,536	+76%	+$8.22M	1.96%	6
2022 Q2	$10.5M	Buy	309,735 +89,159	+40%	+$3.34M	1.36%	6
2022 Q1	$7.97M	Buy	220,576 +22,859	+12%	+$759K	1.02%	14
2021 Q4	$5.44M	Buy	+197,717	New	+$5.61M	0.91%	19
2018 Q4	–	Sell	-151,807	Closed	-$5.73M	–	271
2018 Q3	$5.73M	Sell	151,807 -1,807	-1%	-$66.8K	0.84%	28
2018 Q2	$5.74M	Buy	+153,614	New	+$5.69M	0.85%	27
2017 Q2	–	Sell	-95,099	Closed	-$3.16M	–	216
2017 Q1	$3.16M	Buy	95,099 +30,254	+47%	+$1.02M	1.07%	20
2016 Q4	$2.26M	Buy	+64,845	New	+$2.18M	0.94%	17

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

Cambria Investment Management's IXC Position: Q2 2026 in Review

Cambria Investment Management reduced its iShares Global Energy ETF (IXC) stake by 35% in Q2 2026, selling an estimated $3.84M and leaving 131,464 shares worth $6.46M. The position accounts for 0.32% of the portfolio, ranked #134.

Cambria Investment Management first reported a position in IXC in Q4 2016 and has held it in 12 quarters since. The position peaked at $18.1M in Q3 2022. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Cambria Investment Management held 131,464 shares of iShares Global Energy ETF worth $6.46M as of Q2 2026.
Cambria Investment Management sold 71,051 iShares Global Energy ETF shares in Q2 2026, an estimated $3.84M.
iShares Global Energy ETF made up 0.32% of Cambria Investment Management's portfolio in Q2 2026, its #134 holding.
Cambria Investment Management first reported a position in iShares Global Energy ETF in Q4 2016 and has held it in 12 quarters since.
Cambria Investment Management's iShares Global Energy ETF position peaked at $18.1M in Q3 2022.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.