Minot DeBlois Advisors’s iShares Global Energy ETF IXC Stock Holding History

Minot DeBlois 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	$12.3K	Sell	250 -100	-29%	-$5.41K	0.01%	143
2026 Q1	$20.2K	Hold	350	–	–	0.02%	130
2025 Q4	$14.7K	Hold	350	–	–	0.01%	114
2025 Q3	$14.6K	Sell	350 -54	-13%	-$2.2K	0.01%	140
2025 Q2	$15.9K	Hold	404	–	–	0.02%	140
2025 Q1	$17K	Hold	404	–	–	0.02%	138
2024 Q4	$15.4K	Buy	+404	New	+$16.5K	0.01%	181

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

Minot DeBlois Advisors's IXC Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its iShares Global Energy ETF (IXC) stake by 29% in Q2 2026, selling an estimated $5.41K and leaving 250 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #143.

Minot DeBlois Advisors first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.2K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Minot DeBlois Advisors held 250 shares of iShares Global Energy ETF worth $12.3K as of Q2 2026.
Minot DeBlois Advisors sold 100 iShares Global Energy ETF shares in Q2 2026, an estimated $5.41K.
iShares Global Energy ETF made up 0.01% of Minot DeBlois Advisors's portfolio in Q2 2026, its #143 holding.
Minot DeBlois Advisors first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
Minot DeBlois Advisors's iShares Global Energy ETF position peaked at $20.2K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.