Mutual Advisors’s iShares Global Energy ETF IXC Stock Holding History

Mutual 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	$295K	Buy	6,008 +499	+9%	+$27K	0.01%	1182
2026 Q1	$317K	Sell	5,509 -41	-0.7%	-$2.04K	0.01%	1102
2025 Q4	$233K	Sell	5,550 -243	-4%	-$10.2K	0.01%	1191
2025 Q3	$243K	Sell	5,793 -296	-5%	-$12.1K	0.01%	1144
2025 Q2	$245K	Sell	6,089 -1,044	-15%	-$40K	0.01%	1055
2025 Q1	$271K	Sell	7,133 -1,270	-15%	-$51K	0.01%	928
2024 Q4	$343K	Sell	8,403 -2,444	-23%	-$100K	0.01%	846
2024 Q3	$446K	Sell	10,847 -1,160	-10%	-$47.6K	0.01%	750
2024 Q2	$497K	Sell	12,007 -706	-6%	-$30.3K	0.02%	696
2024 Q1	$546K	Sell	12,713 -11,492	-47%	-$455K	0.02%	668
2023 Q4	$947K	Buy	24,205 +4,229	+21%	+$168K	0.03%	466
2023 Q3	$824K	Sell	19,976 -404	-2%	-$16K	0.03%	471
2023 Q2	$759K	Sell	20,380 -3,233	-14%	-$122K	0.03%	515
2023 Q1	$892K	Buy	23,613 +3,549	+18%	+$137K	0.04%	452
2022 Q4	$782K	Buy	20,064 +136	+0.7%	+$5.32K	0.04%	478
2022 Q3	$664K	Buy	19,928 +3,779	+23%	+$133K	0.03%	488
2022 Q2	$547K	Sell	16,149 -294	-2%	-$11K	0.04%	506
2022 Q1	$594K	Buy	16,443 +9,114	+124%	+$303K	0.03%	524
2021 Q4	$202K	Buy	+7,329	New	+$208K	0.01%	852

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

Mutual Advisors's IXC Position: Q2 2026 in Review

Mutual Advisors increased its iShares Global Energy ETF (IXC) stake by 9.1% in Q2 2026, buying an estimated $27K and bringing the position to 6,008 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #1182.

Mutual Advisors first reported a position in IXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $947K in Q4 2023. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Mutual Advisors held 6,008 shares of iShares Global Energy ETF worth $295K as of Q2 2026.
Mutual Advisors bought 499 iShares Global Energy ETF shares in Q2 2026, an estimated $27K.
iShares Global Energy ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1182 holding.
Mutual Advisors first reported a position in iShares Global Energy ETF in Q4 2021 and has held it in 19 quarters since.
Mutual Advisors's iShares Global Energy ETF position peaked at $947K in Q4 2023.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

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