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Kestra Private Wealth Services’s iShares Global Energy ETF IXC Stock Holding History

Kestra Private Wealth Services’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 		$798K Buy
16,244
+442
+3% +$23.9K 0.01% 1024
2026
Q1 		$910K Buy
15,802
+551
+4% +$27.5K 0.01% 880
2025
Q4 		$639K Sell
15,251
-788
-5% -$33.1K 0.01% 1027
2025
Q3 		$670K Sell
16,039
-2,461
-13% -$100K 0.01% 957
2025
Q2 		$727K Buy
18,500
+2,254
+14% +$86.4K 0.01% 868
2025
Q1 		$683K Sell
16,246
-140
-0.9% -$5.62K 0.01% 826
2024
Q4 		$626K Buy
16,386
+715
+5% +$29.3K 0.01% 827
2024
Q3 		$634K Sell
15,671
-4,643
-23% -$190K 0.01% 785
2024
Q2 		$843K Sell
20,314
-14,385
-41% -$616K 0.02% 633
2024
Q1 		$1.49M Buy
34,699
+19,696
+131% +$780K 0.03% 453
2023
Q4 		$587K Buy
15,003
+1,496
+11% +$59.5K 0.02% 678
2023
Q3 		$557K Hold
13,507
– – 0.02% 628
2023
Q2 		$503K Buy
13,507
+622
+5% +$23.4K 0.02% 635
2023
Q1 		$487K Buy
12,885
+1,200
+10% +$46.3K 0.02% 606
2022
Q4 		$456K Buy
11,685
+700
+6% +$27.4K 0.02% 547
2022
Q3 		$366K Buy
10,985
+42
+0.4% +$1.47K 0.02% 584
2022
Q2 		$371K Buy
10,943
+3,123
+40% +$117K 0.02% 599
2022
Q1 		$283K Buy
+7,820
New +$260K 0.01% 770

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Kestra Private Wealth Services's IXC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares Global Energy ETF (IXC) stake by 2.8% in Q2 2026, buying an estimated $23.9K and bringing the position to 16,244 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #1024.

Kestra Private Wealth Services first reported a position in IXC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.49M in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Kestra Private Wealth Services held 16,244 shares of iShares Global Energy ETF worth $798K as of Q2 2026.
  • Kestra Private Wealth Services bought 442 iShares Global Energy ETF shares in Q2 2026, an estimated $23.9K.
  • iShares Global Energy ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1024 holding.
  • Kestra Private Wealth Services first reported a position in iShares Global Energy ETF in Q1 2022 and has held it in 18 quarters since.
  • Kestra Private Wealth Services's iShares Global Energy ETF position peaked at $1.49M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.