J. Safra Sarasin Holding’s iShares Global Energy ETF IXC Stock Holding History

J. Safra Sarasin Holding’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	$1.71M	Hold	29,621	–	–	0.02%	290
2026 Q1	$1.71M	Buy	29,621 +6,894	+30%	+$343K	0.03%	226
2025 Q4	$953K	Buy	+22,727	New	+$954K	0.02%	309
2024 Q4	–	Sell	-27,489	Closed	-$1.11M	–	488
2024 Q3	$1.11M	Hold	27,489	–	–	0.02%	311
2024 Q2	$1.14M	Buy	+27,489	New	+$1.18M	0.02%	313

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

J. Safra Sarasin Holding's IXC Position: Q2 2026 in Review

J. Safra Sarasin Holding held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 29,621 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #290.

J. Safra Sarasin Holding first reported a position in IXC in Q2 2024 and has held it in 5 quarters since. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

J. Safra Sarasin Holding held 29,621 shares of iShares Global Energy ETF worth $1.71M as of Q2 2026.
J. Safra Sarasin Holding left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #290 holding.
J. Safra Sarasin Holding first reported a position in iShares Global Energy ETF in Q2 2024 and has held it in 5 quarters since.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.