CX Institutional’s iShares Global Energy ETF IXC Stock Holding History

CX Institutional’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 Q3	$34K	Buy	+604	New	+$33.8K	﹤0.01%	1097

Other funds holding IXC

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

CX Institutional's IXC Position: Q3 2026 in Review

CX Institutional opened a new position in iShares Global Energy ETF (IXC) in Q3 2026: 604 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings.

90 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

CX Institutional held 604 shares of iShares Global Energy ETF worth $34K as of Q3 2026.
iShares Global Energy ETF was a new CX Institutional position in Q3 2026.
iShares Global Energy ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1097 holding.
90 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.