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 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	$9.53M	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	$9.79M	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

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

MFA Wealth Advisors's IXC Position: Q2 2026 in Review

MFA Wealth Advisors reduced its iShares Global Energy ETF (IXC) stake by 3.8% in Q2 2026, selling an estimated $649K and leaving 304,539 shares worth $15M. The position accounts for 2.55% of the portfolio, ranked #13.

MFA Wealth Advisors first reported a position in IXC in Q2 2020 and has held it in 25 quarters since. The position peaked at $18.2M in Q1 2026. 335 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

MFA Wealth Advisors held 304,539 shares of iShares Global Energy ETF worth $15M as of Q2 2026.
MFA Wealth Advisors sold 11,993 iShares Global Energy ETF shares in Q2 2026, an estimated $649K.
iShares Global Energy ETF made up 2.55% of MFA Wealth Advisors's portfolio in Q2 2026, its #13 holding.
MFA Wealth Advisors first reported a position in iShares Global Energy ETF in Q2 2020 and has held it in 25 quarters since.
MFA Wealth Advisors's iShares Global Energy ETF position peaked at $18.2M in Q1 2026.
335 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.