Creative Planning
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Creative Planning’s iShares Global Energy ETF IXC Stock Holding History

Creative 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
Q1 		$1.91M Sell
33,067
-5,535
-14% -$276K ﹤0.01% 1927
2025
Q4 		$1.62M Sell
38,602
-7,372
-16% -$310K ﹤0.01% 1891
2025
Q3 		$1.92M Sell
45,974
-637
-1% -$25.9K ﹤0.01% 1581
2025
Q2 		$1.83M Sell
46,611
-2,773
-6% -$106K ﹤0.01% 1391
2025
Q1 		$2.08M Buy
49,384
+6,789
+16% +$272K ﹤0.01% 1146
2024
Q4 		$1.63M Buy
42,595
+30,897
+264% +$1.26M ﹤0.01% 1275
2024
Q3 		$474K Sell
11,698
-5,031
-30% -$206K ﹤0.01% 2158
2024
Q2 		$694K Sell
16,729
-428
-2% -$18.3K ﹤0.01% 1677
2024
Q1 		$737K Buy
17,157
+2,022
+13% +$80.1K ﹤0.01% 1568
2023
Q4 		$592K Buy
15,135
+3,579
+31% +$142K ﹤0.01% 1589
2023
Q3 		$477K Buy
11,556
+1,455
+14% +$57.7K ﹤0.01% 1593
2023
Q2 		$376K Sell
10,101
-350
-3% -$13.2K ﹤0.01% 1741
2023
Q1 		$395K Sell
10,451
-732
-7% -$28.3K ﹤0.01% 1632
2022
Q4 		$436K Buy
11,183
+3,978
+55% +$156K ﹤0.01% 1505
2022
Q3 		$240K Sell
7,205
-3,229
-31% -$113K ﹤0.01% 1783
2022
Q2 		$354K Buy
10,434
+2,079
+25% +$77.8K ﹤0.01% 1504
2022
Q1 		$302K Buy
8,355
+250
+3% +$8.31K ﹤0.01% 1637
2021
Q4 		$223K Buy
+8,105
New +$230K ﹤0.01% 1802
2021
Q2 		– Sell
-10,654
Closed -$263K – 2328
2021
Q1 		$263K Buy
+10,654
New +$251K ﹤0.01% 1875
2018
Q2 		– Sell
-14,876
Closed -$505K – 2120
2018
Q1 		$505K Sell
14,876
-22,182
-60% -$778K ﹤0.01% 1081
2017
Q4 		$1.32M Buy
+37,058
New +$1.27M 0.01% 590
2017
Q3 		– Sell
-1,968
Closed -$61K – 2805
2017
Q2 		$61K Sell
1,968
-4,490
-70% -$145K ﹤0.01% 2356
2017
Q1 		$214K Buy
6,458
+676
+12% +$22.8K ﹤0.01% 1445
2016
Q4 		$201K Buy
5,782
+4,692
+430% +$158K ﹤0.01% 1409
2016
Q3 		$36K Sell
1,090
-2,470
-69% -$79.3K ﹤0.01% 2621
2016
Q2 		$115K Buy
3,560
+295
+9% +$9.22K ﹤0.01% 1580
2016
Q1 		$96K Hold
3,265
– – ﹤0.01% 1663
2015
Q4 		$92K Buy
3,265
+600
+23% +$18.4K ﹤0.01% 1682
2015
Q3 		$76K Buy
+2,665
New +$83.8K ﹤0.01% 1752
2015
Q2 		– Sell
-26,708
Closed -$953K – 2055
2015
Q1 		$953K Buy
26,708
+21,380
+401% +$774K 0.01% 483
2014
Q4 		$198K Buy
5,328
+200
+4% +$7.95K ﹤0.01% 1143
2014
Q3 		$225K Hold
5,128
– – ﹤0.01% 994
2014
Q2 		$249K Sell
5,128
-205
-4% -$9.54K ﹤0.01% 927
2014
Q1 		$233K Hold
5,333
– – ﹤0.01% 929
2013
Q4 		$230K Buy
5,333
+2,900
+119% +$123K ﹤0.01% 803
2013
Q3 		$100K Buy
2,433
+1,714
+238% +$69.2K ﹤0.01% 1118
2013
Q2 		$28K Buy
+719
New +$28.6K ﹤0.01% 1720

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Creative Planning's IXC Position: Q1 2026 in Review

Creative Planning reduced its iShares Global Energy ETF (IXC) stake by 14% in Q1 2026, selling an estimated $276K and leaving 33,067 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Creative Planning first reported a position in IXC in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.08M in Q1 2025. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Creative Planning held 33,067 shares of iShares Global Energy ETF worth $1.91M as of Q1 2026.
  • Creative Planning sold 5,535 iShares Global Energy ETF shares in Q1 2026, an estimated $276K.
  • iShares Global Energy ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1927 holding.
  • Creative Planning first reported a position in iShares Global Energy ETF in Q2 2013 and has held it in 37 quarters since.
  • Creative Planning's iShares Global Energy ETF position peaked at $2.08M in Q1 2025.
  • 342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.