Client 1st Advisory Group’s iShares Global Energy ETF IXC Stock Holding History

Client 1st Advisory Group’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	$5.62M	Buy	114,299 +7,472	+7%	+$404K	1.46%	19
2026 Q1	$6.15M	Buy	106,827 +18,302	+21%	+$912K	1.87%	14
2025 Q4	$3.71M	Buy	88,525 +14,127	+19%	+$593K	1.16%	21
2025 Q3	$3.11M	Buy	74,398 +15,715	+27%	+$640K	1.03%	22
2025 Q2	$2.31M	Buy	58,683 +10,971	+23%	+$421K	0.84%	24
2025 Q1	$2.01M	Buy	47,712 +17,315	+57%	+$695K	0.78%	23
2024 Q4	$1.16M	Buy	30,397 +21,746	+251%	+$890K	0.45%	34
2024 Q3	$350K	Buy	8,651 +2,308	+36%	+$94.7K	0.14%	83
2024 Q2	$263K	Buy	+6,343	New	+$272K	0.11%	95

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

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

Client 1st Advisory Group's IXC Position: Q2 2026 in Review

Client 1st Advisory Group increased its iShares Global Energy ETF (IXC) stake by 7% in Q2 2026, buying an estimated $404K and bringing the position to 114,299 shares worth $5.62M. The position accounts for 1.46% of the portfolio, ranked #19.

Client 1st Advisory Group first reported a position in IXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.15M in Q1 2026. 47 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Client 1st Advisory Group held 114,299 shares of iShares Global Energy ETF worth $5.62M as of Q2 2026.
Client 1st Advisory Group bought 7,472 iShares Global Energy ETF shares in Q2 2026, an estimated $404K.
iShares Global Energy ETF made up 1.46% of Client 1st Advisory Group's portfolio in Q2 2026, its #19 holding.
Client 1st Advisory Group first reported a position in iShares Global Energy ETF in Q2 2024 and has held it in 9 quarters since.
Client 1st Advisory Group's iShares Global Energy ETF position peaked at $6.15M in Q1 2026.
47 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.