CIA
IXC icon

Concurrent Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

Concurrent Investment Advisors’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 		$638K Buy
12,979
+3,486
+37% +$189K 0.01% 1262
2026
Q1 		$547K Buy
+9,493
New +$473K 0.01% 1165

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

Concurrent Investment Advisors's IXC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Global Energy ETF (IXC) stake by 37% in Q2 2026, buying an estimated $189K and bringing the position to 12,979 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #1262.

Concurrent Investment Advisors first reported a position in IXC in Q1 2026 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Concurrent Investment Advisors held 12,979 shares of iShares Global Energy ETF worth $638K as of Q2 2026.
  • Concurrent Investment Advisors bought 3,486 iShares Global Energy ETF shares in Q2 2026, an estimated $189K.
  • iShares Global Energy ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1262 holding.
  • Concurrent Investment Advisors first reported a position in iShares Global Energy ETF in Q1 2026 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.