Lloyd Advisory Services’s iShares Global Energy ETF IXC Stock Holding History

Lloyd Advisory 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	$2.2K	Sell	45 -389	-90%	-$21K	﹤0.01%	501
2026 Q1	$25K	Buy	434 +390	+886%	+$19.4K	0.01%	360
2025 Q4	$1.85K	Buy	+44	New	+$1.85K	﹤0.01%	457

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

Lloyd Advisory Services's IXC Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Global Energy ETF (IXC) stake by 90% in Q2 2026, selling an estimated $21K and leaving 45 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Lloyd Advisory Services first reported a position in IXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $25K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Lloyd Advisory Services held 45 shares of iShares Global Energy ETF worth $2.2K as of Q2 2026.
Lloyd Advisory Services sold 389 iShares Global Energy ETF shares in Q2 2026, an estimated $21K.
iShares Global Energy ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #501 holding.
Lloyd Advisory Services first reported a position in iShares Global Energy ETF in Q4 2025 and has held it in 3 quarters since.
Lloyd Advisory Services'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 Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.