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Montecito Bank & Trust’s iShares Global Energy ETF IXC Stock Holding History

Montecito Bank & Trust’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 		$213K Hold
4,326
– – 0.03% 265
2026
Q1 		$249K Buy
+4,326
New +$216K 0.04% 247

Other funds holding IXC

VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Montecito Bank & Trust's IXC Position: Q2 2026 in Review

Montecito Bank & Trust held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 4,326 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #265.

Montecito Bank & Trust first reported a position in IXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $249K in Q1 2026. 62 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Montecito Bank & Trust held 4,326 shares of iShares Global Energy ETF worth $213K as of Q2 2026.
  • Montecito Bank & Trust left its iShares Global Energy ETF share count unchanged in Q2 2026.
  • iShares Global Energy ETF made up 0.03% of Montecito Bank & Trust's portfolio in Q2 2026, its #265 holding.
  • Montecito Bank & Trust first reported a position in iShares Global Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Montecito Bank & Trust's iShares Global Energy ETF position peaked at $249K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.