Golden State Equity Partners
IXC icon

Golden State Equity Partners’s iShares Global Energy ETF IXC Stock Holding History

Golden State Equity 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
Q3 		$139K Buy
2,438
+44
+2% +$2.46K 0.01% 795
2026
Q2 		$118K Buy
2,394
+16
+0.7% +$865 0.32% 45
2026
Q1 		$137K Buy
+2,378
New +$118K 0.01% 685

Other funds holding IXC

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 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
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Strategic Wealth Investment Group
Strategic Wealth Investment Group Louisville, Kentucky $806M AUM 8.31% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Golden State Equity Partners's IXC Position: Q3 2026 in Review

Golden State Equity Partners increased its iShares Global Energy ETF (IXC) stake by 1.8% in Q3 2026, buying an estimated $2.46K and bringing the position to 2,438 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #795.

Golden State Equity Partners first reported a position in IXC in Q1 2026 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Golden State Equity Partners held 2,438 shares of iShares Global Energy ETF worth $139K as of Q3 2026.
  • Golden State Equity Partners bought 44 iShares Global Energy ETF shares in Q3 2026, an estimated $2.46K.
  • iShares Global Energy ETF made up 0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #795 holding.
  • Golden State Equity Partners first reported a position in iShares Global Energy ETF in Q1 2026 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.