Focus Partners Wealth’s iShares Global Energy ETF IXC Stock Holding History

Focus Partners Wealth’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	$38.4M	Sell	781,346 -34,669	-4%	-$1.87M	0.04%	369
2026 Q1	$47.1M	Buy	816,015 +18,594	+2%	+$926K	0.05%	303
2025 Q4	$33.4M	Sell	797,421 -35,286	-4%	-$1.48M	0.04%	371
2025 Q3	$34.8M	Sell	832,707 -22,645	-3%	-$922K	0.06%	281
2025 Q2	$33.6M	Sell	855,352 -32,025	-4%	-$1.23M	0.07%	250
2025 Q1	$37.3M	Sell	887,377 -13,860	-2%	-$556K	0.09%	215
2024 Q4	$34.4M	Buy	901,237 +610,786	+210%	+$25M	0.09%	219
2024 Q3	$11.8M	Sell	290,451 -2,113,527	-88%	-$86.7M	0.04%	373
2024 Q2	$100M	Buy	2,403,978 +1,744,534	+265%	+$74.8M	0.34%	70
2024 Q1	$28.3M	Buy	+659,444	New	+$26.1M	0.23%	114

Other funds holding IXC

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 $1.12B AUM 34.21% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth's IXC Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Global Energy ETF (IXC) stake by 4.2% in Q2 2026, selling an estimated $1.87M and leaving 781,346 shares worth $38.4M. The position accounts for 0.04% of the portfolio, ranked #369.

Focus Partners Wealth first reported a position in IXC in Q1 2024 and has held it in 10 quarters since. The position peaked at $100M in Q2 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Focus Partners Wealth held 781,346 shares of iShares Global Energy ETF worth $38.4M as of Q2 2026.
Focus Partners Wealth sold 34,669 iShares Global Energy ETF shares in Q2 2026, an estimated $1.87M.
iShares Global Energy ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #369 holding.
Focus Partners Wealth first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 10 quarters since.
Focus Partners Wealth's iShares Global Energy ETF position peaked at $100M in Q2 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.