Cura Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

Cura Wealth 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	$211K	Hold	4,300	–	–	0.09%	126
2026 Q1	$248K	Buy	+4,300	New	+$214K	0.11%	100

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

Cura Wealth Advisors's IXC Position: Q2 2026 in Review

Cura Wealth Advisors held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 4,300 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #126.

Cura Wealth Advisors first reported a position in IXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $248K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Cura Wealth Advisors held 4,300 shares of iShares Global Energy ETF worth $211K as of Q2 2026.
Cura Wealth Advisors left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.09% of Cura Wealth Advisors's portfolio in Q2 2026, its #126 holding.
Cura Wealth Advisors first reported a position in iShares Global Energy ETF in Q1 2026 and has held it in 2 quarters since.
Cura Wealth Advisors's iShares Global Energy ETF position peaked at $248K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.