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Chesley Taft & Associates’s iShares Global Energy ETF IXC Stock Holding History

Chesley Taft & Associates’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 		$1.38M Buy
28,012
+240
+0.9% +$13K 0.05% 191
2026
Q1 		$1.6M Buy
27,772
+2,122
+8% +$106K 0.07% 179
2025
Q4 		$1.08M Buy
25,650
+4,180
+19% +$176K 0.04% 208
2025
Q3 		$896K Buy
21,470
+1,050
+5% +$42.8K 0.04% 224
2025
Q2 		$802K Buy
20,420
+1,275
+7% +$48.9K 0.04% 225
2025
Q1 		$805K Sell
19,145
-5,480
-22% -$220K 0.04% 218
2024
Q4 		$940K Sell
24,625
-2,500
-9% -$102K 0.04% 202
2024
Q3 		$1.1M Sell
27,125
-780
-3% -$32K 0.05% 187
2024
Q2 		$1.16M Buy
27,905
+3,875
+16% +$166K 0.06% 179
2024
Q1 		$1.03M Buy
24,030
+6,240
+35% +$247K 0.05% 184
2023
Q4 		$696K Buy
17,790
+1,260
+8% +$50.1K 0.04% 214
2023
Q3 		$682K Buy
16,530
+50
+0.3% +$1.98K 0.04% 203
2023
Q2 		$613K Buy
16,480
+4,050
+33% +$152K 0.04% 210
2023
Q1 		$469K Buy
12,430
+1,130
+10% +$43.6K 0.03% 228
2022
Q4 		$441K Sell
11,300
-241
-2% -$9.43K 0.03% 223
2022
Q3 		$385K Buy
11,541
+3,775
+49% +$132K 0.03% 234
2022
Q2 		$263K Buy
+7,766
New +$291K 0.02% 269
2020
Q1 		– Sell
-89,681
Closed -$2.77M – 258
2019
Q4 		$2.77M Buy
89,681
+3,320
+4% +$102K 0.2% 98
2019
Q3 		$2.64M Sell
86,361
-15,390
-15% -$472K 0.2% 96
2019
Q2 		$3.3M Buy
101,751
+7,082
+7% +$233K 0.26% 79
2019
Q1 		$3.19M Buy
94,669
+3,985
+4% +$130K 0.27% 79
2018
Q4 		$2.66M Buy
90,684
+24,785
+38% +$835K 0.26% 85
2018
Q3 		$2.49M Buy
65,899
+20,475
+45% +$757K 0.2% 104
2018
Q2 		$1.7M Buy
45,424
+3,400
+8% +$126K 0.15% 126
2018
Q1 		$1.43M Buy
42,024
+1,242
+3% +$43.6K 0.13% 136
2017
Q4 		$1.45M Buy
40,782
+3,600
+10% +$124K 0.12% 142
2017
Q3 		$1.26M Buy
37,182
+32
+0.1% +$1.02K 0.11% 152
2017
Q2 		$1.15M Buy
37,150
+6,700
+22% +$217K 0.1% 161
2017
Q1 		$1.01M Buy
30,450
+6,000
+25% +$202K 0.1% 170
2016
Q4 		$851K Buy
24,450
+3,550
+17% +$119K 0.08% 182
2016
Q3 		$687K Buy
20,900
+400
+2% +$12.8K 0.07% 181
2016
Q2 		$662K Buy
20,500
+1,000
+5% +$31.2K 0.07% 179
2016
Q1 		$575K Buy
19,500
+3,950
+25% +$108K 0.06% 184
2015
Q4 		$436K Buy
+15,550
New +$478K 0.05% 200
2014
Q4 		– Sell
-4,825
Closed -$212K – 249
2014
Q3 		$212K Buy
4,825
+325
+7% +$15.2K 0.02% 233
2014
Q2 		$218K Buy
+4,500
New +$209K 0.02% 230

Other funds holding IXC

VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Chesley Taft & Associates's IXC Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares Global Energy ETF (IXC) stake by 0.86% in Q2 2026, buying an estimated $13K and bringing the position to 28,012 shares worth $1.38M. The position accounts for 0.05% of the portfolio, ranked #191.

Chesley Taft & Associates first reported a position in IXC in Q2 2014 and has held it in 36 quarters since. The position peaked at $3.3M in Q2 2019. 38 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Chesley Taft & Associates held 28,012 shares of iShares Global Energy ETF worth $1.38M as of Q2 2026.
  • Chesley Taft & Associates bought 240 iShares Global Energy ETF shares in Q2 2026, an estimated $13K.
  • iShares Global Energy ETF made up 0.05% of Chesley Taft & Associates's portfolio in Q2 2026, its #191 holding.
  • Chesley Taft & Associates first reported a position in iShares Global Energy ETF in Q2 2014 and has held it in 36 quarters since.
  • Chesley Taft & Associates's iShares Global Energy ETF position peaked at $3.3M in Q2 2019.
  • 38 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.