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Moneta Group Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

Moneta Group Investment 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 		– Sell
-3,680
Closed -$212K – 902
2026
Q1 		$212K Buy
+3,680
New +$183K ﹤0.01% 752

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 $1.17B AUM 28.44% 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

Moneta Group Investment Advisors's IXC Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 3,680 shares — an estimated $212K sold.

Moneta Group Investment Advisors first reported a position in IXC in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3,680 iShares Global Energy ETF shares in Q2 2026, an estimated $212K.
  • Moneta Group Investment Advisors first reported a position in iShares Global Energy ETF in Q1 2026 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares Global Energy ETF position peaked at $212K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.