Creative Financial Designs’s iShares Global Energy ETF IXC Stock Holding History

Creative Financial Designs’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	$639	Hold	13	–	–	﹤0.01%	2105
2026 Q1	$749	Sell	13 -2	-13%	-$100	﹤0.01%	1952
2025 Q4	$629	Hold	15	–	–	﹤0.01%	1888
2025 Q3	$626	Hold	15	–	–	﹤0.01%	1897
2025 Q2	$589	Sell	15 -4	-21%	-$153	﹤0.01%	1880
2025 Q1	$799	Sell	19 -176	-90%	-$7.06K	﹤0.01%	1833
2024 Q4	$7.45K	Hold	195	–	–	﹤0.01%	1327
2024 Q3	$7.89K	Sell	195 -4,403	-96%	-$181K	﹤0.01%	1262
2024 Q2	$191K	Buy	4,598 +121	+3%	+$5.18K	0.02%	440
2024 Q1	$192K	Buy	4,477 +185	+4%	+$7.33K	0.02%	426
2023 Q4	$168K	Buy	+4,292	New	+$171K	0.02%	427

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

Creative Financial Designs's IXC Position: Q2 2026 in Review

Creative Financial Designs held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 13 shares worth $639. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Creative Financial Designs first reported a position in IXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $192K in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Creative Financial Designs held 13 shares of iShares Global Energy ETF worth $639 as of Q2 2026.
Creative Financial Designs left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2105 holding.
Creative Financial Designs first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 11 quarters since.
Creative Financial Designs's iShares Global Energy ETF position peaked at $192K in Q1 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.