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Fort Sheridan Advisors’s iShares Global Energy ETF IXC Stock Holding History

Fort Sheridan Advisors’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 		$557K Buy
11,328
+98
+0.9% +$5.3K 0.06% 183
2026
Q1 		$647K Sell
11,230
-67
-0.6% -$3.34K 0.08% 155
2025
Q4 		$474K Sell
11,297
-142
-1% -$5.96K 0.06% 178
2025
Q3 		$478K Hold
11,439
– – 0.06% 171
2025
Q2 		$449K Sell
11,439
-785
-6% -$30.1K 0.06% 167
2025
Q1 		$514K Sell
12,224
-2,733
-18% -$110K 0.08% 148
2024
Q4 		$571K Buy
14,957
+166
+1% +$6.79K 0.08% 142
2024
Q3 		$599K Buy
14,791
+292
+2% +$12K 0.09% 138
2024
Q2 		$602K Buy
14,499
+243
+2% +$10.4K 0.1% 128
2024
Q1 		$612K Buy
14,256
+207
+1% +$8.2K 0.12% 118
2023
Q4 		$549K Buy
14,049
+4,835
+52% +$192K 0.11% 117
2023
Q3 		$380K Sell
9,214
-230
-2% -$9.12K 0.09% 135
2023
Q2 		$351K Buy
9,444
+30
+0.3% +$1.13K 0.08% 143
2023
Q1 		$355K Buy
9,414
+3,759
+66% +$145K 0.09% 140
2022
Q4 		$220K Sell
5,655
-433
-7% -$16.9K 0.07% 166
2022
Q3 		$203K Buy
+6,088
New +$213K 0.07% 170

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 $1.12B AUM 34.21% 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

Fort Sheridan Advisors's IXC Position: Q2 2026 in Review

Fort Sheridan Advisors increased its iShares Global Energy ETF (IXC) stake by 0.87% in Q2 2026, buying an estimated $5.3K and bringing the position to 11,328 shares worth $557K. The position accounts for 0.06% of the portfolio, ranked #183.

Fort Sheridan Advisors first reported a position in IXC in Q3 2022 and has held it in 16 quarters since. The position peaked at $647K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Fort Sheridan Advisors held 11,328 shares of iShares Global Energy ETF worth $557K as of Q2 2026.
  • Fort Sheridan Advisors bought 98 iShares Global Energy ETF shares in Q2 2026, an estimated $5.3K.
  • iShares Global Energy ETF made up 0.06% of Fort Sheridan Advisors's portfolio in Q2 2026, its #183 holding.
  • Fort Sheridan Advisors first reported a position in iShares Global Energy ETF in Q3 2022 and has held it in 16 quarters since.
  • Fort Sheridan Advisors's iShares Global Energy ETF position peaked at $647K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.