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

IHT 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	$305K	Sell	6,198 -1,570	-20%	-$84.9K	0.01%	1008
2026 Q1	$448K	Buy	7,768 +1,400	+22%	+$69.7K	0.01%	862
2025 Q4	$267K	Sell	6,368 -381	-6%	-$16K	0.01%	1005
2025 Q3	$282K	Sell	6,749 -127	-2%	-$5.17K	0.01%	956
2025 Q2	$270K	Sell	6,876 -901	-12%	-$34.6K	0.01%	933
2025 Q1	$327K	Sell	7,777 -287	-4%	-$11.5K	0.01%	827
2024 Q4	$308K	Sell	8,064 -8,071	-50%	-$330K	0.01%	846
2024 Q3	$660K	Buy	16,135 +1,849	+13%	+$75.9K	0.02%	630
2024 Q2	$593K	Sell	14,286 -3,743	-21%	-$160K	0.02%	581
2024 Q1	$774K	Buy	+18,029	New	+$714K	0.03%	495
2018 Q4	–	Sell	-7,440	Closed	-$281K	–	497
2018 Q3	$281K	Sell	7,440 -402	-5%	-$14.9K	0.06%	341
2018 Q2	$293K	Buy	7,842 +7,668	+4,407%	+$284K	0.07%	309
2018 Q1	$6K	Hold	174	–	–	﹤0.01%	1300
2017 Q4	$6K	Hold	174	–	–	﹤0.01%	1297
2017 Q3	$6K	Hold	174	–	–	﹤0.01%	1062
2017 Q2	$3K	Buy	+174	New	+$5.63K	﹤0.01%	1173

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

IHT Wealth Management's IXC Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares Global Energy ETF (IXC) stake by 20% in Q2 2026, selling an estimated $84.9K and leaving 6,198 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #1008.

IHT Wealth Management first reported a position in IXC in Q2 2017 and has held it in 16 quarters since. The position peaked at $774K in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

IHT Wealth Management held 6,198 shares of iShares Global Energy ETF worth $305K as of Q2 2026.
IHT Wealth Management sold 1,570 iShares Global Energy ETF shares in Q2 2026, an estimated $84.9K.
iShares Global Energy ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1008 holding.
IHT Wealth Management first reported a position in iShares Global Energy ETF in Q2 2017 and has held it in 16 quarters since.
IHT Wealth Management's iShares Global Energy ETF position peaked at $774K in Q1 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.