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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return