Envestnet Portfolio Solutions’s iShares Global Energy ETF IXC Stock Holding History

Envestnet Portfolio Solutions’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	$4.08M	Buy	83,169 +14,644	+21%	+$792K	0.02%	366
2026 Q1	$3.95M	Buy	68,525 +10,311	+18%	+$514K	0.02%	323
2025 Q4	$2.44M	Buy	+58,214	New	+$2.44M	0.01%	507
2025 Q1	–	Sell	-117,546	Closed	-$4.49M	–	1677
2024 Q4	$4.49M	Buy	117,546 +1,103	+0.9%	+$45.1K	0.01%	423
2024 Q3	$4.71M	Buy	116,443 +5,975	+5%	+$245K	0.02%	406
2024 Q2	$4.59M	Sell	110,468 -1,038,332	-90%	-$44.5M	0.02%	391
2024 Q1	$49.3M	Buy	1,148,800 +87,178	+8%	+$3.45M	0.19%	72
2023 Q4	$41.5M	Buy	1,061,622 +1,054,419	+14,639%	+$41.9M	0.17%	75
2023 Q3	$297K	Buy	+7,203	New	+$286K	﹤0.01%	1236

Other funds holding IXC

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Envestnet Portfolio Solutions's IXC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Global Energy ETF (IXC) stake by 21% in Q2 2026, buying an estimated $792K and bringing the position to 83,169 shares worth $4.08M. The position accounts for 0.02% of the portfolio, ranked #366.

Envestnet Portfolio Solutions first reported a position in IXC in Q3 2023 and has held it in 9 quarters since. The position peaked at $49.3M in Q1 2024. 143 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Envestnet Portfolio Solutions held 83,169 shares of iShares Global Energy ETF worth $4.08M as of Q2 2026.
Envestnet Portfolio Solutions bought 14,644 iShares Global Energy ETF shares in Q2 2026, an estimated $792K.
iShares Global Energy ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #366 holding.
Envestnet Portfolio Solutions first reported a position in iShares Global Energy ETF in Q3 2023 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's iShares Global Energy ETF position peaked at $49.3M in Q1 2024.
143 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.