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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
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

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 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. 134 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.
  • 134 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.