Financial Gravity Asset Management’s iShares Global Energy ETF IXC Stock Holding History

Financial Gravity Asset 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 Q1	$1.79K	Hold	31	–	–	﹤0.01%	721
2025 Q4	$1.3K	Hold	31	–	–	﹤0.01%	621
2025 Q3	$1.29K	Buy	+31	New	+$1.26K	﹤0.01%	793
2025 Q1	$1.3K	Buy	+31	New	+$1.24K	﹤0.01%	856
2024 Q2	$1.29K	Buy	+31	New	+$1.33K	﹤0.01%	793
2021 Q3	–	Sell	-11	Closed	-$27K	–	979
2021 Q2	$27K	Buy	+11	New	+$286	0.01%	741

Other funds holding IXC

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Financial Gravity Asset Management's IXC Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares Global Energy ETF (IXC) position steady in Q1 2026 at 31 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Financial Gravity Asset Management first reported a position in IXC in Q2 2021 and has held it in 6 quarters since. The position peaked at $27K in Q2 2021. 344 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Financial Gravity Asset Management held 31 shares of iShares Global Energy ETF worth $1.79K as of Q1 2026.
Financial Gravity Asset Management left its iShares Global Energy ETF share count unchanged in Q1 2026.
iShares Global Energy ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #721 holding.
Financial Gravity Asset Management first reported a position in iShares Global Energy ETF in Q2 2021 and has held it in 6 quarters since.
Financial Gravity Asset Management's iShares Global Energy ETF position peaked at $27K in Q2 2021.
344 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.