Forthright Family Wealth Advisory’s iShares Global Energy ETF IXC Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-12,262	Closed	-$527K	–	79
2026 Q1	$527K	Buy	+12,262	New	+$611K	0.35%	39
2024 Q3	–	Sell	-12,454	Closed	-$517K	–	72
2024 Q2	$517K	Buy	12,454 +192	+2%	+$8.23K	0.33%	43
2024 Q1	$527K	Buy	12,262 +5,085	+71%	+$201K	0.35%	39
2023 Q4	$281K	Buy	+7,177	New	+$285K	0.22%	43

Other funds holding IXC

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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

AIC

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

Forthright Family Wealth Advisory's IXC Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 12,262 shares — an estimated $527K sold.

Forthright Family Wealth Advisory first reported a position in IXC in Q4 2023 and held it in 4 quarters. The position peaked at $527K in Q1 2026. 143 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 12,262 iShares Global Energy ETF shares in Q2 2026, an estimated $527K.
Forthright Family Wealth Advisory first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 4 quarters.
Forthright Family Wealth Advisory's iShares Global Energy ETF position peaked at $527K in Q1 2026.
143 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.