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Ferguson Wellman Capital Management’s iShares Global Energy ETF IXC Stock Holding History

Ferguson Wellman Capital 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 		$362K Hold
7,364
– – ﹤0.01% 347
2026
Q1 		$424K Buy
+7,364
New +$367K 0.01% 308

Other funds holding IXC

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ferguson Wellman Capital Management's IXC Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 7,364 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Ferguson Wellman Capital Management first reported a position in IXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $424K in Q1 2026. 102 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Ferguson Wellman Capital Management held 7,364 shares of iShares Global Energy ETF worth $362K as of Q2 2026.
  • Ferguson Wellman Capital Management left its iShares Global Energy ETF share count unchanged in Q2 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #347 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares Global Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Ferguson Wellman Capital Management's iShares Global Energy ETF position peaked at $424K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.