Mount Yale Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

Mount Yale 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	$2.89M	Buy	58,777 +13,806	+31%	+$747K	0.05%	330
2026 Q1	$2.59M	Buy	44,971 +6,240	+16%	+$311K	0.06%	325
2025 Q4	$1.62M	Buy	38,731 +11,154	+40%	+$468K	0.08%	223
2025 Q3	$1.15M	Buy	27,577 +22,544	+448%	+$918K	0.08%	254
2025 Q2	$198K	Sell	5,033 -2,197	-30%	-$84.3K	0.02%	543
2025 Q1	$304K	Sell	7,230 -2,698	-27%	-$108K	0.03%	429
2024 Q4	$379K	Buy	9,928 +77	+0.8%	+$3.15K	0.03%	389
2024 Q3	$399K	Buy	9,851 +835	+9%	+$34.3K	0.04%	374
2024 Q2	$374K	Sell	9,016 -11,456	-56%	-$491K	0.03%	394
2024 Q1	$879K	Buy	20,472 +1,995	+11%	+$79K	0.07%	241
2023 Q4	$723K	Buy	+18,477	New	+$734K	0.07%	257

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

Mount Yale Investment Advisors's IXC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares Global Energy ETF (IXC) stake by 31% in Q2 2026, buying an estimated $747K and bringing the position to 58,777 shares worth $2.89M. The position accounts for 0.05% of the portfolio, ranked #330.

Mount Yale Investment Advisors first reported a position in IXC in Q4 2023 and has held it in 11 quarters since. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Mount Yale Investment Advisors held 58,777 shares of iShares Global Energy ETF worth $2.89M as of Q2 2026.
Mount Yale Investment Advisors bought 13,806 iShares Global Energy ETF shares in Q2 2026, an estimated $747K.
iShares Global Energy ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #330 holding.
Mount Yale Investment Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 11 quarters since.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.