Golden State Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Golden State Wealth Management’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	$12.8K	Sell	259 -47	-15%	-$2.54K	﹤0.01%	1053
2026 Q1	$17.6K	Hold	306	–	–	﹤0.01%	946
2025 Q4	$12.8K	Buy	306 +6	+2%	+$252	﹤0.01%	1040
2025 Q3	$12.5K	Sell	300 -56	-16%	-$2.28K	﹤0.01%	1046
2025 Q2	$14K	Sell	356 -185	-34%	-$7.09K	﹤0.01%	976
2025 Q1	$22.8K	Hold	541	–	–	﹤0.01%	771
2024 Q4	$20.7K	Buy	+541	New	+$22.1K	﹤0.01%	759
2020 Q2	–	Sell	-250	Closed	-$4K	–	605
2020 Q1	$4K	Buy	+250	New	+$6.24K	﹤0.01%	778
2019 Q4	–	Sell	-250	Closed	-$8K	–	509
2019 Q3	$8K	Buy	250 +85	+52%	+$2.6K	﹤0.01%	787
2019 Q2	$5K	Hold	165	–	–	﹤0.01%	872
2019 Q1	$6K	Buy	+165	New	+$5.4K	﹤0.01%	866

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 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 Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Golden State Wealth Management's IXC Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Global Energy ETF (IXC) stake by 15% in Q2 2026, selling an estimated $2.54K and leaving 259 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Golden State Wealth Management first reported a position in IXC in Q1 2019 and has held it in 11 quarters since. The position peaked at $22.8K in Q1 2025. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Golden State Wealth Management held 259 shares of iShares Global Energy ETF worth $12.8K as of Q2 2026.
Golden State Wealth Management sold 47 iShares Global Energy ETF shares in Q2 2026, an estimated $2.54K.
iShares Global Energy ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1053 holding.
Golden State Wealth Management first reported a position in iShares Global Energy ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's iShares Global Energy ETF position peaked at $22.8K in Q1 2025.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.