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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
Q2 		$197K Sell
4,014
-9,111
-69% -$493K ﹤0.01% 769
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Mather Group's IXC Position: Q2 2026 in Review

Mather Group reduced its iShares Global Energy ETF (IXC) stake by 69% in Q2 2026, selling an estimated $493K and leaving 4,014 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Mather Group first reported a position in IXC in Q1 2024 and has held it in 6 quarters since. The position peaked at $756K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Mather Group held 4,014 shares of iShares Global Energy ETF worth $197K as of Q2 2026.
  • Mather Group sold 9,111 iShares Global Energy ETF shares in Q2 2026, an estimated $493K.
  • iShares Global Energy ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #769 holding.
  • Mather Group first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 6 quarters since.
  • Mather Group's iShares Global Energy ETF position peaked at $756K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.