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

Clune & 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	$4.65M	Buy	94,559 +20,272	+27%	+$1.1M	0.7%	36
2026 Q1	$4.28M	Buy	74,287 +11,793	+19%	+$588K	0.81%	35
2025 Q4	$2.62M	Buy	62,494 +9,454	+18%	+$397K	0.57%	51
2025 Q3	$2.21M	Buy	53,040 +1,833	+4%	+$74.6K	0.55%	53
2025 Q2	$2.01M	Buy	51,207 +12,057	+31%	+$462K	0.55%	52
2025 Q1	$1.65M	Buy	39,150 +3,747	+11%	+$150K	0.51%	58
2024 Q4	$1.35M	Buy	+35,403	New	+$1.45M	0.45%	61

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

Clune & Associates's IXC Position: Q2 2026 in Review

Clune & Associates increased its iShares Global Energy ETF (IXC) stake by 27% in Q2 2026, buying an estimated $1.1M and bringing the position to 94,559 shares worth $4.65M. The position accounts for 0.7% of the portfolio, ranked #36.

Clune & Associates first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Clune & Associates held 94,559 shares of iShares Global Energy ETF worth $4.65M as of Q2 2026.
Clune & Associates bought 20,272 iShares Global Energy ETF shares in Q2 2026, an estimated $1.1M.
iShares Global Energy ETF made up 0.7% of Clune & Associates's portfolio in Q2 2026, its #36 holding.
Clune & Associates first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

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