MFA Wealth Advisors
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MFA Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

MFA Wealth Advisors’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
Q3 		$17.2M Sell
301,973
-2,566
-0.8% -$144K 2.92% 10
2026
Q2 		$15M Sell
304,539
-11,993
-4% -$649K 2.55% 13
2026
Q1 		$18.2M Buy
316,532
+12,563
+4% +$626K 3.59% 7
2025
Q4 		$12.7M Buy
303,969
+14,964
+5% +$628K 2.69% 13
2025
Q3 		$12.1M Buy
289,005
+7,941
+3% +$323K 2.64% 12
2025
Q2 		$11M Buy
281,064
+512
+0.2% +$19.6K 2.59% 11
2025
Q1 		$11.8M Buy
280,552
+16,001
+6% +$642K 2.92% 11
2024
Q4 		$10.1M Buy
264,551
+29,213
+12% +$1.2M 2.59% 12
2024
Q3 		$9.5M Sell
235,338
-791
-0.3% -$32.5K 2.08% 14
2024
Q2 		$9.8M Buy
236,129
+196
+0.1% +$8.4K 2.14% 15
2024
Q1 		$10.1M Sell
235,933
-1,501
-0.6% -$59.5K 2.66% 12
2023
Q4 		$9.29M Buy
237,434
+271
+0.1% +$10.8K 2.61% 13
2023
Q3 		$9.8M Buy
237,163
+2,587
+1% +$103K 3.04% 12
2023
Q2 		$8.73M Buy
234,576
+5,569
+2% +$210K 2.75% 14
2023
Q1 		$8.65M Sell
229,007
-2,858
-1% -$110K 2.85% 13
2022
Q4 		$9.04M Sell
231,865
-8,359
-3% -$327K 3.27% 11
2022
Q3 		$8.01M Sell
240,224
-9,574
-4% -$336K 2.97% 12
2022
Q2 		$8.47M Sell
249,798
-6,938
-3% -$260K 3.09% 11
2022
Q1 		$9.29M Sell
256,736
-46,960
-15% -$1.56M 2.96% 12
2021
Q4 		$8.36M Buy
303,696
+1,776
+0.6% +$50.4K 3.54% 12
2021
Q3 		$8.11M Buy
301,920
+6,739
+2% +$169K 3.72% 12
2021
Q2 		$7.85M Sell
295,181
-538
-0.2% -$14K 3.54% 11
2021
Q1 		$7.3M Buy
295,719
+37,163
+14% +$877K 3.54% 9
2020
Q4 		$5.25M Buy
258,556
+2,983
+1% +$55.7K 4.68% 11
2020
Q3 		$4.19M Buy
255,573
+5,713
+2% +$108K 4.45% 11
2020
Q2 		$4.88M Buy
+249,860
New +$4.88M 3.16% 13

Other funds holding IXC

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Strategic Wealth Investment Group
Strategic Wealth Investment Group Louisville, Kentucky $806M AUM 8.31% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

MFA Wealth Advisors's IXC Position: Q3 2026 in Review

MFA Wealth Advisors reduced its iShares Global Energy ETF (IXC) stake by 0.84% in Q3 2026, selling an estimated $144K and leaving 301,973 shares worth $17.2M. The position accounts for 2.92% of the portfolio, ranked #10.

MFA Wealth Advisors first reported a position in IXC in Q2 2020 and has held it in 26 quarters since. The position peaked at $18.2M in Q1 2026. 131 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • MFA Wealth Advisors held 301,973 shares of iShares Global Energy ETF worth $17.2M as of Q3 2026.
  • MFA Wealth Advisors sold 2,566 iShares Global Energy ETF shares in Q3 2026, an estimated $144K.
  • iShares Global Energy ETF made up 2.92% of MFA Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • MFA Wealth Advisors first reported a position in iShares Global Energy ETF in Q2 2020 and has held it in 26 quarters since.
  • MFA Wealth Advisors's iShares Global Energy ETF position peaked at $18.2M in Q1 2026.
  • 131 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.