Financial Advisory Corporation’s iShares Global Energy ETF IXC Stock Holding History

Financial Advisory Corporation’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	$11.1M	Buy	226,108 +3,654	+2%	+$198K	1.47%	15
2026 Q1	$12.8M	Sell	222,454 -65,165	-23%	-$3.25M	1.78%	14
2025 Q4	$12.1M	Sell	287,619 -9,090	-3%	-$382K	1.75%	14
2025 Q3	$12.4M	Buy	296,709 +2,069	+0.7%	+$84.2K	1.82%	14
2025 Q2	$11.6M	Buy	294,640 +4,973	+2%	+$191K	1.78%	14
2025 Q1	$12.2M	Buy	289,667 +6,853	+2%	+$275K	2.02%	13
2024 Q4	$10.8M	Buy	+282,814	New	+$11.6M	1.88%	12

Other funds holding IXC

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return