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

Evolution 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	$2.65K	Hold	54	–	–	﹤0.01%	794
2026 Q1	$3.11K	Hold	54	–	–	﹤0.01%	686
2025 Q4	$2.26K	Hold	54	–	–	﹤0.01%	630
2025 Q3	$2.25K	Buy	+54	New	+$2.2K	﹤0.01%	499

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

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

Evolution Wealth Management held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 54 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Evolution Wealth Management first reported a position in IXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.11K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Evolution Wealth Management held 54 shares of iShares Global Energy ETF worth $2.65K as of Q2 2026.
Evolution Wealth Management left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #794 holding.
Evolution Wealth Management first reported a position in iShares Global Energy ETF in Q3 2025 and has held it in 4 quarters since.
Evolution Wealth Management's iShares Global Energy ETF position peaked at $3.11K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.