Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Global Energy ETF IXC Stock Holding History

Cetera Investment Advisers’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 		$13.5M Buy
275,110
+2,239
+0.8% +$121K 0.01% 969
2026
Q1 		$15.7M Sell
272,871
-171,043
-39% -$8.52M 0.02% 801
2025
Q4 		$18.6M Buy
443,914
+59,788
+16% +$2.51M 0.02% 699
2025
Q3 		$16M Buy
384,126
+130,300
+51% +$5.31M 0.02% 731
2025
Q2 		$9.97M Buy
253,826
+43,310
+21% +$1.66M 0.02% 832
2025
Q1 		$8.86M Sell
210,516
-32,907
-14% -$1.32M 0.02% 830
2024
Q4 		$9.29M Sell
243,423
-2,593
-1% -$106K 0.02% 740
2024
Q3 		$9.96M Buy
246,016
+17,728
+8% +$727K 0.02% 695
2024
Q2 		$9.48M Sell
228,288
-358,704
-61% -$15.4M 0.02% 692
2024
Q1 		$25.2M Buy
586,992
+372,411
+174% +$14.8M 0.06% 317
2023
Q4 		$8.39M Buy
214,581
+203,180
+1,782% +$8.08M 0.07% 266
2023
Q3 		$470K Sell
11,401
-2,426
-18% -$96.2K ﹤0.01% 1453
2023
Q2 		$515K Sell
13,827
-14,766
-52% -$556K ﹤0.01% 1433
2023
Q1 		$1.08M Sell
28,593
-1,655
-5% -$63.9K 0.01% 994
2022
Q4 		$1.18M Buy
30,248
+21,488
+245% +$841K 0.01% 925
2022
Q3 		$292K Sell
8,760
-21,076
-71% -$739K 0.01% 1281
2022
Q2 		$1.01M Sell
29,836
-454
-1% -$17K 0.02% 792
2022
Q1 		$1.09M Buy
30,290
+13,294
+78% +$442K 0.02% 791
2021
Q4 		$468K Buy
16,996
+566
+3% +$16K 0.01% 1217
2021
Q3 		$441K Sell
16,430
-295
-2% -$7.4K 0.01% 1219
2021
Q2 		$445K Sell
16,725
-642
-4% -$16.7K 0.01% 1192
2021
Q1 		$428K Sell
17,367
-68
-0.4% -$1.6K 0.01% 1070
2020
Q4 		$354K Buy
+17,435
New +$326K 0.01% 1146

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers's IXC Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Global Energy ETF (IXC) stake by 0.82% in Q2 2026, buying an estimated $121K and bringing the position to 275,110 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #969.

Cetera Investment Advisers first reported a position in IXC in Q4 2020 and has held it in 23 quarters since. The position peaked at $25.2M in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Cetera Investment Advisers held 275,110 shares of iShares Global Energy ETF worth $13.5M as of Q2 2026.
  • Cetera Investment Advisers bought 2,239 iShares Global Energy ETF shares in Q2 2026, an estimated $121K.
  • iShares Global Energy ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #969 holding.
  • Cetera Investment Advisers first reported a position in iShares Global Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's iShares Global Energy ETF position peaked at $25.2M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.