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

Financial Gravity Companies’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 		$1.52K Buy
+31
New +$1.68K ﹤0.01% 784
2025
Q2 		$1.22K Buy
+31
New +$1.19K ﹤0.01% 791
2024
Q4 		$1.18K Hold
31
– – ﹤0.01% 803
2024
Q3 		$1.25K Buy
+31
New +$1.27K ﹤0.01% 548

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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 $1.17B AUM 28.44% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Financial Gravity Companies's IXC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 31 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IXC as recently as Q2 2025.

Financial Gravity Companies first reported a position in IXC in Q3 2024 and has held it in 4 quarters since. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Financial Gravity Companies held 31 shares of iShares Global Energy ETF worth $1.52K as of Q2 2026.
  • iShares Global Energy ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #784 holding.
  • Financial Gravity Companies first reported a position in iShares Global Energy ETF in Q3 2024 and has held it in 4 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.