Legacy Advisors’s iShares Global Energy ETF IXC Stock Holding History

Legacy Advisors’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	$241K	Hold	4,915	–	–	0.02%	289
2026 Q1	$283K	Hold	4,915	–	–	0.03%	214
2025 Q4	$206K	Hold	4,915	–	–	0.02%	273
2025 Q3	$205K	Buy	+4,915	New	+$200K	0.03%	240
2025 Q1	$240K	Sell	5,716 -635	-10%	-$25.5K	0.02%	372
2024 Q4	$242K	Hold	6,351	–	–	0.02%	347
2024 Q3	$257K	Hold	6,351	–	–	0.03%	320
2024 Q2	$264K	Sell	6,351 -1,897	-23%	-$81.3K	0.03%	270
2024 Q1	$354K	Hold	8,248	–	–	0.04%	234
2023 Q4	$323K	Hold	8,248	–	–	0.04%	232
2023 Q3	$340K	Hold	8,248	–	–	0.05%	222
2023 Q2	$307K	Buy	+8,248	New	+$310K	0.05%	218

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

Legacy Advisors's IXC Position: Q2 2026 in Review

Legacy Advisors held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 4,915 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #289.

Legacy Advisors first reported a position in IXC in Q2 2023 and has held it in 12 quarters since. The position peaked at $354K in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Legacy Advisors held 4,915 shares of iShares Global Energy ETF worth $241K as of Q2 2026.
Legacy Advisors left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #289 holding.
Legacy Advisors first reported a position in iShares Global Energy ETF in Q2 2023 and has held it in 12 quarters since.
Legacy Advisors's iShares Global Energy ETF position peaked at $354K in Q1 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.