Mariner’s iShares Global Energy ETF IXC Stock Holding History

Mariner’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 Q1	$308K	Buy	+5,339	New	+$266K	﹤0.01%	2843
2024 Q4	–	Sell	-16,477	Closed	-$667K	–	3453
2024 Q3	$667K	Sell	16,477 -9,279	-36%	-$381K	﹤0.01%	1910
2024 Q2	$1.07M	Sell	25,756 -46,469	-64%	-$1.99M	﹤0.01%	1464
2024 Q1	$3.1M	Buy	72,225 +44,602	+161%	+$1.77M	0.01%	911
2023 Q4	$1.08M	Buy	27,623 +8,482	+44%	+$337K	﹤0.01%	1375
2023 Q3	$790K	Buy	19,141 +7,820	+69%	+$310K	﹤0.01%	1468
2023 Q2	$421K	Sell	11,321 -813	-7%	-$30.6K	﹤0.01%	1870
2023 Q1	$458K	Buy	12,134 +326	+3%	+$12.6K	﹤0.01%	1761
2022 Q4	$460K	Buy	+11,808	New	+$462K	﹤0.01%	1701
2016 Q4	–	Sell	-1,165	Closed	-$38K	–	686
2016 Q3	$38K	Buy	+1,165	New	+$37.4K	﹤0.01%	660

Other funds holding IXC

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Mariner's IXC Position: Q1 2026 in Review

Mariner opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 5,339 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #2843 among its holdings. This is a return to the name: Mariner previously reported a position in IXC as recently as Q3 2024.

Mariner first reported a position in IXC in Q3 2016 and has held it in 10 quarters since. The position peaked at $3.1M in Q1 2024. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Mariner held 5,339 shares of iShares Global Energy ETF worth $308K as of Q1 2026.
iShares Global Energy ETF was a new Mariner position in Q1 2026.
iShares Global Energy ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2843 holding.
Mariner first reported a position in iShares Global Energy ETF in Q3 2016 and has held it in 10 quarters since.
Mariner's iShares Global Energy ETF position peaked at $3.1M in Q1 2024.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.