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Modera Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Modera Wealth Management’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 		– Sell
-3,540
Closed -$204K – 661
2026
Q1 		$204K Buy
+3,540
New +$176K ﹤0.01% 608

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Modera Wealth Management's IXC Position: Q2 2026 in Review

Modera Wealth Management sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 3,540 shares — an estimated $204K sold.

Modera Wealth Management first reported a position in IXC in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Modera Wealth Management reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 3,540 iShares Global Energy ETF shares in Q2 2026, an estimated $204K.
  • Modera Wealth Management first reported a position in iShares Global Energy ETF in Q1 2026 and held it in 1 quarter.
  • Modera Wealth Management's iShares Global Energy ETF position peaked at $204K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.