MGO Private Wealth’s iShares Global Energy ETF IXC Stock Holding History

MGO Private Wealth’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	–	Sell	-8,838	Closed	-$371K	–	42
2025 Q4	$371K	Hold	8,838	–	–	0.23%	46
2025 Q3	$369K	Hold	8,838	–	–	0.22%	50
2025 Q2	$347K	Hold	8,838	–	–	0.22%	50
2025 Q1	$372K	Hold	8,838	–	–	0.26%	45
2024 Q4	$337K	Buy	8,838 +2,412	+38%	+$98.7K	0.24%	47
2024 Q3	$260K	Hold	6,426	–	–	0.19%	48
2024 Q2	$267K	Hold	6,426	–	–	0.17%	67
2024 Q1	$276K	Hold	6,426	–	–	0.17%	66
2023 Q4	$251K	Buy	+6,426	New	+$255K	0.17%	64

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

MGO Private Wealth's IXC Position: Q1 2026 in Review

MGO Private Wealth sold out of iShares Global Energy ETF (IXC) in Q1 2026, closing a stake of 8,838 shares — an estimated $371K sold.

MGO Private Wealth first reported a position in IXC in Q4 2023 and held it in 9 quarters. The position peaked at $372K in Q1 2025. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

MGO Private Wealth reported no remaining iShares Global Energy ETF position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 8,838 iShares Global Energy ETF shares in Q1 2026, an estimated $371K.
MGO Private Wealth first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 9 quarters.
MGO Private Wealth's iShares Global Energy ETF position peaked at $372K in Q1 2025.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.