GRP
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Global Retirement Partners’s iShares Global Energy ETF IXC Stock Holding History

Global Retirement Partners’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 		$358K Buy
+7,286
New +$394K 0.01% 1208
2025
Q4 		$198K Buy
4,733
+686
+17% +$28.8K ﹤0.01% 1480
2025
Q3 		$169K Buy
4,047
+36
+0.9% +$1.47K ﹤0.01% 1264
2025
Q2 		$158K Buy
+4,011
New +$154K ﹤0.01% 1206
2024
Q4 		$171K Sell
4,478
-232
-5% -$9.5K ﹤0.01% 1024
2024
Q3 		$191K Buy
4,710
+253
+6% +$10.4K 0.01% 930
2024
Q2 		$185K Sell
4,457
-3,470
-44% -$149K 0.01% 916
2024
Q1 		$340K Buy
7,927
+108
+1% +$4.28K 0.01% 618
2023
Q4 		$295K Buy
+7,819
New +$311K 0.01% 617
2023
Q3 		– Sell
-132
Closed -$4.91K – 3302
2023
Q2 		$4.91K Sell
132
-15
-10% -$565 ﹤0.01% 2207
2023
Q1 		$5.4K Buy
147
+132
+880% +$5.1K ﹤0.01% 2134
2022
Q4 		$585 Hold
15
– – ﹤0.01% 2727
2022
Q3 		$1K Sell
15
-493
-97% -$17.3K ﹤0.01% 2489
2022
Q2 		$17K Sell
508
-12
-2% -$449 ﹤0.01% 1413
2022
Q1 		$20K Buy
+520
New +$17.3K ﹤0.01% 1346
2021
Q4 		– Sell
-956
Closed -$26K – 1042
2021
Q3 		$26K Hold
956
– – ﹤0.01% 1120
2021
Q2 		$25K Sell
956
-534
-36% -$13.9K ﹤0.01% 1116
2021
Q1 		$37K Sell
1,490
-76
-5% -$1.79K ﹤0.01% 896
2020
Q4 		$32K Hold
1,566
– – ﹤0.01% 874
2020
Q3 		$26K Buy
1,566
+67
+4% +$1.26K ﹤0.01% 842
2020
Q2 		$29K Buy
1,499
+276
+23% +$5.39K ﹤0.01% 780
2020
Q1 		$21K Buy
+1,223
New +$30.5K ﹤0.01% 791
2019
Q3 		– Sell
-2,279
Closed -$74K – 1640
2019
Q2 		$74K Hold
2,279
– – 0.01% 521
2019
Q1 		$77K Hold
2,279
– – 0.02% 442
2018
Q4 		$67K Hold
2,279
– – 0.02% 452
2018
Q3 		$86K Buy
+2,279
New +$84.3K 0.02% 434

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

Global Retirement Partners's IXC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 7,286 shares worth $358K. The stake represents 0.01% of the portfolio and ranks #1208 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IXC as recently as Q4 2025.

Global Retirement Partners first reported a position in IXC in Q3 2018 and has held it in 26 quarters since. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Global Retirement Partners held 7,286 shares of iShares Global Energy ETF worth $358K as of Q2 2026.
  • iShares Global Energy ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Global Energy ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1208 holding.
  • Global Retirement Partners first reported a position in iShares Global Energy ETF in Q3 2018 and has held it in 26 quarters since.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.