Jefferies Financial Group’s iShares Global Energy ETF IXC Stock Holding History

Jefferies Financial Group’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 Q1	$482K	Hold	8,372	–	–	﹤0.01%	1224
2025 Q4	$351K	Hold	8,372	–	–	﹤0.01%	1445
2025 Q3	$350K	Hold	8,372	–	–	﹤0.01%	1172
2025 Q2	$329K	Hold	8,372	–	–	﹤0.01%	1004
2025 Q1	$352K	Sell	8,372 -12,500	-60%	-$502K	﹤0.01%	1170
2024 Q4	$797K	Buy	20,872 +12,500	+149%	+$512K	﹤0.01%	963
2024 Q3	$339K	Hold	8,372	–	–	﹤0.01%	1087
2024 Q2	$348K	Hold	8,372	–	–	﹤0.01%	1070
2024 Q1	$360K	Hold	8,372	–	–	﹤0.01%	1151
2023 Q4	$327K	Hold	8,372	–	–	﹤0.01%	1346
2023 Q3	$345K	Hold	8,372	–	–	﹤0.01%	1197
2023 Q2	$312K	Hold	8,372	–	–	﹤0.01%	1310
2023 Q1	$316K	Hold	8,372	–	–	﹤0.01%	1218
2022 Q4	$326K	Buy	+8,372	New	+$328K	﹤0.01%	1180

Other funds holding IXC

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Jefferies Financial Group's IXC Position: Q1 2026 in Review

Jefferies Financial Group held its iShares Global Energy ETF (IXC) position steady in Q1 2026 at 8,372 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Jefferies Financial Group first reported a position in IXC in Q4 2022 and has held it in 14 quarters since. The position peaked at $797K in Q4 2024. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Jefferies Financial Group held 8,372 shares of iShares Global Energy ETF worth $482K as of Q1 2026.
Jefferies Financial Group left its iShares Global Energy ETF share count unchanged in Q1 2026.
iShares Global Energy ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1224 holding.
Jefferies Financial Group first reported a position in iShares Global Energy ETF in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's iShares Global Energy ETF position peaked at $797K in Q4 2024.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.