Mather Group’s iShares Global Energy ETF IXC Stock Holding History

Mather 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 Q1	$756K	Buy	+13,125	New	+$654K	0.01%	390
2025 Q1	–	Sell	-16	Closed	-$611	–	1829
2024 Q4	$611	Hold	16	–	–	﹤0.01%	1642
2024 Q3	$648	Sell	16 -3,223	-100%	-$132K	﹤0.01%	1593
2024 Q2	$139K	Buy	3,239 +1,409	+77%	+$60.4K	﹤0.01%	710
2024 Q1	$71.6K	Buy	+1,830	New	+$72.5K	﹤0.01%	795

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

Mather Group's IXC Position: Q1 2026 in Review

Mather Group opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 13,125 shares worth $756K. The stake represents 0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Mather Group previously reported a position in IXC as recently as Q4 2024.

Mather Group first reported a position in IXC in Q1 2024 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Mather Group held 13,125 shares of iShares Global Energy ETF worth $756K as of Q1 2026.
iShares Global Energy ETF was a new Mather Group position in Q1 2026.
iShares Global Energy ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #390 holding.
Mather Group first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 5 quarters since.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.