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 Q1	$212K	Buy	+3,680	New	+$183K	﹤0.01%	752

Other funds holding IXC

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Moneta Group Investment Advisors's IXC Position: Q1 2026 in Review

Moneta Group Investment Advisors opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 3,680 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings.

342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Moneta Group Investment Advisors held 3,680 shares of iShares Global Energy ETF worth $212K as of Q1 2026.
iShares Global Energy ETF was a new Moneta Group Investment Advisors position in Q1 2026.
iShares Global Energy ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #752 holding.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.