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Commonwealth Retirement Investments’s iShares Global Energy ETF IXC Stock Holding History

Commonwealth Retirement Investments’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 		$5.85K Buy
+119
New +$6.44K ﹤0.01% 343
2026
Q1 		– Sell
-135
Closed -$5.66K – 280
2025
Q4 		$5.66K Buy
+135
New +$5.67K ﹤0.01% 360

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Commonwealth Retirement Investments's IXC Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 119 shares worth $5.85K. The stake represents ﹤0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in IXC as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in IXC in Q4 2025 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Commonwealth Retirement Investments held 119 shares of iShares Global Energy ETF worth $5.85K as of Q2 2026.
  • iShares Global Energy ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #343 holding.
  • Commonwealth Retirement Investments first reported a position in iShares Global Energy ETF in Q4 2025 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.