Cerity Partners
IXC icon

Cerity Partners’s iShares Global Energy ETF IXC Stock Holding History

Cerity Partners’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 		$544K Sell
11,076
-217
-2% -$11.7K ﹤0.01% 2374
2026
Q1 		$651K Sell
11,293
-1,428
-11% -$71.1K ﹤0.01% 2120
2025
Q4 		$533K Buy
12,721
+198
+2% +$8.32K ﹤0.01% 2066
2025
Q3 		$523K Sell
12,523
-4,776
-28% -$194K ﹤0.01% 1942
2025
Q2 		$680K Sell
17,299
-2,912
-14% -$112K ﹤0.01% 1717
2025
Q1 		$850K Buy
20,211
+124
+0.6% +$4.98K ﹤0.01% 1500
2024
Q4 		$767K Buy
20,087
+7,563
+60% +$310K ﹤0.01% 1540
2024
Q3 		$507K Sell
12,524
-689
-5% -$28.3K ﹤0.01% 1767
2024
Q2 		$548K Sell
13,213
-186
-1% -$7.97K ﹤0.01% 1506
2024
Q1 		$575K Sell
13,399
-6,161
-31% -$244K ﹤0.01% 1535
2023
Q4 		$765K Sell
19,560
-14,829
-43% -$589K ﹤0.01% 1088
2023
Q3 		$1.42M Buy
34,389
+16,953
+97% +$672K 0.01% 666
2023
Q2 		$649K Sell
17,436
-24,457
-58% -$921K ﹤0.01% 1079
2023
Q1 		$1.58M Sell
41,893
-2,824
-6% -$109K ﹤0.01% 798
2022
Q4 		$1.74M Buy
+44,717
New +$1.75M 0.01% 549

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's IXC Position: Q2 2026 in Review

Cerity Partners reduced its iShares Global Energy ETF (IXC) stake by 1.9% in Q2 2026, selling an estimated $11.7K and leaving 11,076 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Cerity Partners first reported a position in IXC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.74M in Q4 2022. 318 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Cerity Partners held 11,076 shares of iShares Global Energy ETF worth $544K as of Q2 2026.
  • Cerity Partners sold 217 iShares Global Energy ETF shares in Q2 2026, an estimated $11.7K.
  • iShares Global Energy ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2374 holding.
  • Cerity Partners first reported a position in iShares Global Energy ETF in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's iShares Global Energy ETF position peaked at $1.74M in Q4 2022.
  • 318 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.