Dynasty Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Dynasty Wealth Management’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	$1.54M	Buy	+31,352	New	+$1.7M	0.01%	146
2025 Q2	–	Sell	-8,079	Closed	-$340K	–	238
2025 Q1	$340K	Sell	8,079 -934,021	-99%	-$37.5M	0.01%	217
2024 Q4	$36M	Buy	+942,100	New	+$38.6M	0.62%	35
2024 Q3	–	Sell	-14,114	Closed	-$586K	–	248
2024 Q2	$586K	Sell	14,114 -3,642	-21%	-$156K	0.02%	176
2024 Q1	$763K	Buy	+17,756	New	+$703K	0.02%	146

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

Dynasty Wealth Management's IXC Position: Q2 2026 in Review

Dynasty Wealth Management opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 31,352 shares worth $1.54M. The stake represents 0.01% of the portfolio and ranks #146 among its holdings. This is a return to the name: Dynasty Wealth Management previously reported a position in IXC as recently as Q1 2025.

Dynasty Wealth Management first reported a position in IXC in Q1 2024 and has held it in 5 quarters since. The position peaked at $36M in Q4 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Dynasty Wealth Management held 31,352 shares of iShares Global Energy ETF worth $1.54M as of Q2 2026.
iShares Global Energy ETF was a new Dynasty Wealth Management position in Q2 2026.
iShares Global Energy ETF made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #146 holding.
Dynasty Wealth Management first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 5 quarters since.
Dynasty Wealth Management's iShares Global Energy ETF position peaked at $36M in Q4 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.