Liberty Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Liberty Wealth Management’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	$240K	Hold	4,170	–	–	0.03%	236
2026 Q1	$240K	Buy	+4,170	New	+$208K	0.03%	236
2025 Q1	–	Sell	-10,305	Closed	-$393K	–	176
2024 Q4	$393K	Sell	10,305 -6,201	-38%	-$254K	0.07%	139
2024 Q3	$668K	Sell	16,506 -19,857	-55%	-$815K	0.11%	101
2024 Q2	$764K	Sell	36,363 -16,949	-32%	-$726K	0.14%	86
2024 Q1	$2.29M	Buy	53,312 +9,102	+21%	+$361K	0.45%	46
2023 Q4	$1.73M	Buy	+44,210	New	+$1.76M	0.37%	50

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

Liberty Wealth Management's IXC Position: Q2 2026 in Review

Liberty Wealth Management held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 4,170 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #236.

Liberty Wealth Management first reported a position in IXC in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.29M in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Liberty Wealth Management held 4,170 shares of iShares Global Energy ETF worth $240K as of Q2 2026.
Liberty Wealth Management left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #236 holding.
Liberty Wealth Management first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 7 quarters since.
Liberty Wealth Management's iShares Global Energy ETF position peaked at $2.29M in Q1 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.