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Evelyn Partners Investment Management (Europe)’s iShares Global Energy ETF IXC Stock Holding History

Evelyn Partners Investment Management (Europe)’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
Q1 		$92.4K Hold
1,604
– – 0.03% 114
2025
Q4 		$67.3K Hold
1,604
– – 0.02% 119
2025
Q3 		$67K Sell
1,604
-1,200
-43% -$48.9K 0.02% 114
2025
Q2 		$110K Hold
2,804
– – 0.04% 99
2025
Q1 		$118K Sell
2,804
-540
-16% -$21.7K 0.04% 94
2024
Q4 		$128K Buy
+3,344
New +$137K 0.05% 91

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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

Evelyn Partners Investment Management (Europe)'s IXC Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its iShares Global Energy ETF (IXC) position steady in Q1 2026 at 1,604 shares worth $92.4K. The position accounts for 0.03% of the portfolio, ranked #114.

Evelyn Partners Investment Management (Europe) first reported a position in IXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $128K in Q4 2024. 343 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 1,604 shares of iShares Global Energy ETF worth $92.4K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its iShares Global Energy ETF share count unchanged in Q1 2026.
  • iShares Global Energy ETF made up 0.03% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #114 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s iShares Global Energy ETF position peaked at $128K in Q4 2024.
  • 343 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.