EverSource Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

EverSource Wealth Advisors’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	$33K	Buy	671 +120	+22%	+$6.49K	﹤0.01%	2068
2026 Q1	$31.7K	Sell	551 -73	-12%	-$3.64K	﹤0.01%	2216
2025 Q4	$26.2K	Sell	624 -54	-8%	-$2.27K	﹤0.01%	2208
2025 Q3	$28.3K	Sell	678 -218	-24%	-$8.88K	﹤0.01%	2100
2025 Q2	$35.2K	Sell	896 -666	-43%	-$25.5K	﹤0.01%	1863
2025 Q1	$65.7K	Sell	1,562 -230	-13%	-$9.23K	﹤0.01%	1100
2024 Q4	$68.4K	Sell	1,792 -347	-16%	-$14.2K	﹤0.01%	1047
2024 Q3	$86.6K	Sell	2,139 -2,644	-55%	-$108K	0.01%	848
2024 Q2	$202K	Buy	4,783 +2,031	+74%	+$87K	0.01%	552
2024 Q1	$119K	Buy	2,752 +591	+27%	+$23.4K	0.01%	649
2023 Q4	$84.5K	Buy	+2,161	New	+$85.9K	0.01%	698
2022 Q3	–	Sell	-118	Closed	-$4K	–	2041
2022 Q2	$4K	Sell	118 -15	-11%	-$562	﹤0.01%	1326
2022 Q1	$5K	Sell	133 -85	-39%	-$2.82K	﹤0.01%	1255
2021 Q4	$6K	Buy	+218	New	+$6.18K	﹤0.01%	1182

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

EverSource Wealth Advisors's IXC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Global Energy ETF (IXC) stake by 22% in Q2 2026, buying an estimated $6.49K and bringing the position to 671 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

EverSource Wealth Advisors first reported a position in IXC in Q4 2021 and has held it in 14 quarters since. The position peaked at $202K in Q2 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

EverSource Wealth Advisors held 671 shares of iShares Global Energy ETF worth $33K as of Q2 2026.
EverSource Wealth Advisors bought 120 iShares Global Energy ETF shares in Q2 2026, an estimated $6.49K.
iShares Global Energy ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2068 holding.
EverSource Wealth Advisors first reported a position in iShares Global Energy ETF in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's iShares Global Energy ETF position peaked at $202K in Q2 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.