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 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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cambria Investment Management's IXC Position: Q1 2026 in Review

Cambria Investment Management opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 202,515 shares worth $11.7M. The stake represents 0.65% of the portfolio and ranks #13 among its holdings. This is a return to the name: Cambria Investment Management previously reported a position in IXC as recently as Q3 2023.

Cambria Investment Management first reported a position in IXC in Q4 2016 and has held it in 11 quarters since. The position peaked at $18.1M in Q3 2022. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Cambria Investment Management held 202,515 shares of iShares Global Energy ETF worth $11.7M as of Q1 2026.
iShares Global Energy ETF was a new Cambria Investment Management position in Q1 2026.
iShares Global Energy ETF made up 0.65% of Cambria Investment Management's portfolio in Q1 2026, its #13 holding.
Cambria Investment Management first reported a position in iShares Global Energy ETF in Q4 2016 and has held it in 11 quarters since.
Cambria Investment Management's iShares Global Energy ETF position peaked at $18.1M in Q3 2022.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.