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

Evermay 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	$11.6K	Hold	236	–	–	﹤0.01%	490
2026 Q1	$13.6K	Hold	236	–	–	﹤0.01%	434
2025 Q4	$9.9K	Buy	+236	New	+$9.91K	﹤0.01%	448

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

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

Evermay Wealth Management held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 236 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Evermay Wealth Management first reported a position in IXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.6K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Evermay Wealth Management held 236 shares of iShares Global Energy ETF worth $11.6K as of Q2 2026.
Evermay Wealth Management left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #490 holding.
Evermay Wealth Management first reported a position in iShares Global Energy ETF in Q4 2025 and has held it in 3 quarters since.
Evermay Wealth Management's iShares Global Energy ETF position peaked at $13.6K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.