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 Q3	$5.14M	Sell	90,263 -4,296	-5%	-$240K	0.79%	33
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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Clune & Associates's IXC Position: Q3 2026 in Review

Clune & Associates reduced its iShares Global Energy ETF (IXC) stake by 4.5% in Q3 2026, selling an estimated $240K and leaving 90,263 shares worth $5.14M. The position accounts for 0.79% of the portfolio, ranked #33.

Clune & Associates first reported a position in IXC in Q4 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

Clune & Associates held 90,263 shares of iShares Global Energy ETF worth $5.14M as of Q3 2026.
Clune & Associates sold 4,296 iShares Global Energy ETF shares in Q3 2026, an estimated $240K.
iShares Global Energy ETF made up 0.79% of Clune & Associates's portfolio in Q3 2026, its #33 holding.
Clune & Associates first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 8 quarters since.
16 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.