Clearstead Advisors’s iShares Global Energy ETF IXC Stock Holding History

Clearstead Advisors’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	$157K	Buy	3,197 +718	+29%	+$38.8K	﹤0.01%	1125
2026 Q1	$143K	Buy	2,479 +1,751	+241%	+$87.2K	﹤0.01%	1057
2025 Q4	$30.5K	Buy	+728	New	+$30.6K	﹤0.01%	1575
2020 Q2	–	Sell	-1,243	Closed	-$21K	–	811
2020 Q1	$21K	Sell	1,243 -8,672	-87%	-$216K	﹤0.01%	499
2019 Q4	$306K	Buy	+9,915	New	+$304K	0.04%	219
2018 Q2	–	Sell	-6,065	Closed	-$206K	–	226
2018 Q1	$206K	Hold	6,065	–	–	0.03%	216
2017 Q4	$216K	Hold	6,065	–	–	0.03%	212
2017 Q3	$206K	Buy	+6,065	New	+$193K	0.03%	237
2017 Q2	–	Sell	-6,065	Closed	-$201K	–	239
2017 Q1	$201K	Hold	6,065	–	–	0.03%	213
2016 Q4	$211K	Buy	+6,065	New	+$204K	0.03%	199

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 $1.12B AUM 34.21% 1-Year Est. Return

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

Clearstead Advisors's IXC Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Global Energy ETF (IXC) stake by 29% in Q2 2026, buying an estimated $38.8K and bringing the position to 3,197 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Clearstead Advisors first reported a position in IXC in Q4 2016 and has held it in 10 quarters since. The position peaked at $306K in Q4 2019. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Clearstead Advisors held 3,197 shares of iShares Global Energy ETF worth $157K as of Q2 2026.
Clearstead Advisors bought 718 iShares Global Energy ETF shares in Q2 2026, an estimated $38.8K.
iShares Global Energy ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1125 holding.
Clearstead Advisors first reported a position in iShares Global Energy ETF in Q4 2016 and has held it in 10 quarters since.
Clearstead Advisors's iShares Global Energy ETF position peaked at $306K in Q4 2019.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.