Comprehensive Financial Planning’s iShares Global Energy ETF IXC Stock Holding History

Comprehensive Financial Planning’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	$81K	Sell	1,649 -87	-5%	-$4.71K	0.04%	150
2026 Q1	$100K	Buy	1,736 +101	+6%	+$5.03K	0.07%	126
2025 Q4	$68.6K	Buy	1,635 +17	+1%	+$714	0.05%	146
2025 Q3	$67.5K	Hold	1,618	–	–	0.05%	147
2025 Q2	$63.6K	Buy	1,618 +15	+0.9%	+$575	0.05%	138
2025 Q1	$67.4K	Hold	1,603	–	–	0.07%	120
2024 Q4	$61.2K	Buy	+1,603	New	+$65.6K	0.05%	146

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

Comprehensive Financial Planning's IXC Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its iShares Global Energy ETF (IXC) stake by 5% in Q2 2026, selling an estimated $4.71K and leaving 1,649 shares worth $81K. The position accounts for 0.04% of the portfolio, ranked #150.

Comprehensive Financial Planning first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $100K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Comprehensive Financial Planning held 1,649 shares of iShares Global Energy ETF worth $81K as of Q2 2026.
Comprehensive Financial Planning sold 87 iShares Global Energy ETF shares in Q2 2026, an estimated $4.71K.
iShares Global Energy ETF made up 0.04% of Comprehensive Financial Planning's portfolio in Q2 2026, its #150 holding.
Comprehensive Financial Planning first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares Global Energy ETF position peaked at $100K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.