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

Modern 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	$1.16M	Buy	23,539 +251	+1%	+$13.6K	0.01%	485
2026 Q1	$1.3M	Sell	23,288 -5,403	-19%	-$269K	0.02%	373
2025 Q4	$1.2M	Sell	28,691 -17,975	-39%	-$755K	0.02%	371
2025 Q3	$1.95M	Sell	46,666 -86,617	-65%	-$3.53M	0.04%	283
2025 Q2	$5.24M	Buy	133,283 +20,237	+18%	+$776K	0.13%	159
2025 Q1	$4.76M	Buy	113,046 +974	+0.9%	+$39.1K	0.15%	130
2024 Q4	$4.28M	Buy	+112,072	New	+$4.59M	0.16%	123

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

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

Modern Wealth Management increased its iShares Global Energy ETF (IXC) stake by 1.1% in Q2 2026, buying an estimated $13.6K and bringing the position to 23,539 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #485.

Modern Wealth Management first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.24M in Q2 2025. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Modern Wealth Management held 23,539 shares of iShares Global Energy ETF worth $1.16M as of Q2 2026.
Modern Wealth Management bought 251 iShares Global Energy ETF shares in Q2 2026, an estimated $13.6K.
iShares Global Energy ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #485 holding.
Modern Wealth Management first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's iShares Global Energy ETF position peaked at $5.24M in Q2 2025.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.