Cherry Tree Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Cherry Tree Wealth 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	$99	Buy	+2	New	+$108	﹤0.01%	591

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 $1.17B AUM 28.44% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Cherry Tree Wealth Management's IXC Position: Q2 2026 in Review

Cherry Tree Wealth Management opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 2 shares worth $99. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings.

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

Cherry Tree Wealth Management held 2 shares of iShares Global Energy ETF worth $99 as of Q2 2026.
iShares Global Energy ETF was a new Cherry Tree Wealth Management position in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #591 holding.
336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.