Destiny Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

Destiny Wealth Partners’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	–	Sell	-4,289	Closed	-$247K	–	638
2026 Q1	$247K	Buy	+4,289	New	+$214K	0.03%	203
2023 Q1	–	Sell	-4,619	Closed	-$180K	–	410
2022 Q4	$180K	Hold	4,619	–	–	0.04%	187
2022 Q3	$154K	Sell	4,619 -1,122	-20%	-$39.3K	0.03%	195
2022 Q2	$195K	Buy	5,741 +330	+6%	+$12.4K	0.04%	191
2022 Q1	$196K	Sell	5,411 -885	-14%	-$29.4K	0.04%	157
2021 Q4	$173K	Sell	6,296 -224,865	-97%	-$6.38M	0.03%	191
2021 Q3	$6.21M	Buy	231,161 +17,531	+8%	+$440K	1.25%	29
2021 Q2	$5.68M	Buy	213,630 +1,729	+0.8%	+$44.9K	1.09%	34
2021 Q1	$5.22M	Buy	+211,901	New	+$5M	1.09%	34

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

Destiny Wealth Partners's IXC Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 4,289 shares — an estimated $247K sold.

Destiny Wealth Partners first reported a position in IXC in Q1 2021 and held it in 9 quarters. The position peaked at $6.21M in Q3 2021. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 4,289 iShares Global Energy ETF shares in Q2 2026, an estimated $247K.
Destiny Wealth Partners first reported a position in iShares Global Energy ETF in Q1 2021 and held it in 9 quarters.
Destiny Wealth Partners's iShares Global Energy ETF position peaked at $6.21M in Q3 2021.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.