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Farther Finance Advisors’s iShares Global Energy ETF IXC Stock Holding History

Farther Finance 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
Q3 		$601K Sell
10,556
-1,879
-15% -$105K ﹤0.01% 1452
2026
Q2 		$611K Sell
12,435
-2,891
-19% -$156K ﹤0.01% 1409
2026
Q1 		$856K Buy
15,326
+7
+0% +$349 0.01% 1068
2025
Q4 		$642K Buy
15,319
+2,665
+21% +$112K 0.01% 1154
2025
Q3 		$528K Sell
12,654
-948
-7% -$38.6K 0.01% 1045
2025
Q2 		$534K Buy
13,602
+248
+2% +$9.51K 0.01% 877
2025
Q1 		$564K Sell
13,354
-6,823
-34% -$274K 0.01% 731
2024
Q4 		$770K Buy
20,177
+1,912
+10% +$78.3K 0.03% 450
2024
Q3 		$739K Sell
18,265
-2,164
-11% -$88.8K 0.03% 448
2024
Q2 		$851K Sell
20,429
-19,479
-49% -$835K 0.04% 336
2024
Q1 		$1.73M Buy
39,908
+14,538
+57% +$576K 0.11% 169
2023
Q4 		$992K Buy
+25,370
New +$1.01M 0.07% 236

Other funds holding IXC

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Farther Finance Advisors's IXC Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Global Energy ETF (IXC) stake by 15% in Q3 2026, selling an estimated $105K and leaving 10,556 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Farther Finance Advisors first reported a position in IXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q1 2024. 16 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Farther Finance Advisors held 10,556 shares of iShares Global Energy ETF worth $601K as of Q3 2026.
  • Farther Finance Advisors sold 1,879 iShares Global Energy ETF shares in Q3 2026, an estimated $105K.
  • iShares Global Energy ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1452 holding.
  • Farther Finance Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's iShares Global Energy ETF position peaked at $1.73M in Q1 2024.
  • 16 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.