Climber Capital’s iShares Global Energy ETF IXC Stock Holding History

Climber Capital’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	$1.06M	Sell	21,549 -2,699	-11%	-$146K	0.65%	32
2026 Q1	$1.4M	Buy	24,248 +2,750	+13%	+$137K	0.91%	31
2025 Q4	$910K	Buy	+21,498	New	+$903K	0.59%	32
2025 Q2	$838K	Buy	21,498 +1,870	+10%	+$71.7K	0.54%	34
2025 Q1	$626K	Buy	19,628 +830	+4%	+$33.3K	0.49%	35
2024 Q4	$718K	Buy	+18,798	New	+$769K	0.59%	30

Other funds holding IXC

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

AIC

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

Climber Capital's IXC Position: Q2 2026 in Review

Climber Capital reduced its iShares Global Energy ETF (IXC) stake by 11% in Q2 2026, selling an estimated $146K and leaving 21,549 shares worth $1.06M. The position accounts for 0.65% of the portfolio, ranked #32.

Climber Capital first reported a position in IXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q1 2026. 143 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Climber Capital held 21,549 shares of iShares Global Energy ETF worth $1.06M as of Q2 2026.
Climber Capital sold 2,699 iShares Global Energy ETF shares in Q2 2026, an estimated $146K.
iShares Global Energy ETF made up 0.65% of Climber Capital's portfolio in Q2 2026, its #32 holding.
Climber Capital first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 6 quarters since.
Climber Capital's iShares Global Energy ETF position peaked at $1.4M in Q1 2026.
143 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.