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

Kingdom 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
Q2 		– Sell
-434
Closed -$25K – 911
2026
Q1 		$25K Buy
+434
New +$21.6K 0.01% 360

Other funds holding IXC

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Morgan Stanley
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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

Kingdom Financial Group's IXC Position: Q2 2026 in Review

Kingdom Financial Group sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 434 shares — an estimated $25K sold.

Kingdom Financial Group first reported a position in IXC in Q1 2026 and held it in 1 quarter. The position peaked at $25K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Kingdom Financial Group reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 434 iShares Global Energy ETF shares in Q2 2026, an estimated $25K.
  • Kingdom Financial Group first reported a position in iShares Global Energy ETF in Q1 2026 and held it in 1 quarter.
  • Kingdom Financial Group's iShares Global Energy ETF position peaked at $25K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.