Kerr Financial Planning’s iShares Global Energy ETF IXC Stock Holding History

Kerr Financial Planning’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	$24.6K	Hold	500	–	–	0.03%	255
2026 Q1	$27.5K	Hold	500	–	–	0.02%	239
2025 Q4	$24K	Hold	500	–	–	0.03%	255
2025 Q3	$21.7K	Buy	+500	New	+$20.4K	0.03%	259

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

Kerr Financial Planning's IXC Position: Q2 2026 in Review

Kerr Financial Planning held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 500 shares worth $24.6K. The position accounts for 0.03% of the portfolio, ranked #255.

Kerr Financial Planning first reported a position in IXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $27.5K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Kerr Financial Planning held 500 shares of iShares Global Energy ETF worth $24.6K as of Q2 2026.
Kerr Financial Planning left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #255 holding.
Kerr Financial Planning first reported a position in iShares Global Energy ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's iShares Global Energy ETF position peaked at $27.5K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.