Millstone Evans Group’s iShares Global Energy ETF IXC Stock Holding History

Millstone Evans 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	$223K	Hold	4,535	–	–	0.12%	129
2026 Q1	$261K	Hold	4,535	–	–	0.16%	113
2025 Q4	$190K	Hold	4,535	–	–	0.11%	146
2025 Q3	$189K	Hold	4,535	–	–	0.12%	131
2025 Q2	$178K	Hold	4,535	–	–	0.12%	132
2025 Q1	$191K	Hold	4,535	–	–	0.13%	124
2024 Q4	$173K	Buy	+4,535	New	+$186K	0.12%	129

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

Millstone Evans Group's IXC Position: Q2 2026 in Review

Millstone Evans Group held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 4,535 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #129.

Millstone Evans Group first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $261K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Millstone Evans Group held 4,535 shares of iShares Global Energy ETF worth $223K as of Q2 2026.
Millstone Evans Group left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.12% of Millstone Evans Group's portfolio in Q2 2026, its #129 holding.
Millstone Evans Group first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's iShares Global Energy ETF position peaked at $261K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.