Global Assets Advisory
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Global Assets Advisory’s iShares Global Energy ETF IXC Stock Holding History

Global Assets 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
-731
Closed -$42.1K – 448
2026
Q1 		$42.1K Buy
+731
New +$36.4K 0.01% 432

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
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
Versant Capital Management
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

Global Assets Advisory's IXC Position: Q2 2026 in Review

Global Assets Advisory sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 731 shares — an estimated $42.1K sold.

Global Assets Advisory first reported a position in IXC in Q1 2026 and held it in 1 quarter. The position peaked at $42.1K in Q1 2026. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Global Assets Advisory reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 731 iShares Global Energy ETF shares in Q2 2026, an estimated $42.1K.
  • Global Assets Advisory first reported a position in iShares Global Energy ETF in Q1 2026 and held it in 1 quarter.
  • Global Assets Advisory's iShares Global Energy ETF position peaked at $42.1K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.