Halbert Hargrove Global Advisors’s iShares Global Energy ETF IXC Stock Holding History

Halbert Hargrove Global Advisors’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	$21.1K	Hold	429	–	–	﹤0.01%	264
2026 Q1	$24.7K	Hold	429	–	–	﹤0.01%	234
2025 Q4	$18K	Hold	429	–	–	﹤0.01%	257
2025 Q3	$17.9K	Hold	429	–	–	﹤0.01%	264
2025 Q2	$16.9K	Hold	429	–	–	﹤0.01%	203
2025 Q1	$18K	Hold	429	–	–	﹤0.01%	207
2024 Q4	$16.4K	Buy	+429	New	+$17.6K	﹤0.01%	200

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

Halbert Hargrove Global Advisors's IXC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 429 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Halbert Hargrove Global Advisors first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.7K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Halbert Hargrove Global Advisors held 429 shares of iShares Global Energy ETF worth $21.1K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #264 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's iShares Global Energy ETF position peaked at $24.7K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.