Nalls Sherbakoff Group’s iShares Global Energy ETF IXC Stock Holding History

Nalls Sherbakoff Group’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	$59.4K	Hold	1,210	–	–	0.04%	169
2026 Q1	$69.7K	Hold	1,210	–	–	0.05%	163
2025 Q4	$50.7K	Hold	1,210	–	–	0.04%	199
2025 Q3	$50.5K	Hold	1,210	–	–	0.03%	208
2025 Q2	$47.5K	Hold	1,210	–	–	0.03%	206
2025 Q1	$50.9K	Buy	+1,210	New	+$48.6K	0.04%	184
2023 Q4	$47.3K	Hold	1,210	–	–	0.04%	170
2023 Q3	$49.9K	Hold	1,210	–	–	0.05%	152
2023 Q2	$43K	Hold	1,210	–	–	0.04%	166
2023 Q1	$45.5K	Buy	+1,210	New	+$46.7K	0.05%	168
2018 Q4	$36K	Buy	+1,235	New	+$41.6K	0.06%	168

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

Nalls Sherbakoff Group's IXC Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 1,210 shares worth $59.4K. The position accounts for 0.04% of the portfolio, ranked #169.

Nalls Sherbakoff Group first reported a position in IXC in Q4 2018 and has held it in 11 quarters since. The position peaked at $69.7K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Nalls Sherbakoff Group held 1,210 shares of iShares Global Energy ETF worth $59.4K as of Q2 2026.
Nalls Sherbakoff Group left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #169 holding.
Nalls Sherbakoff Group first reported a position in iShares Global Energy ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's iShares Global Energy ETF position peaked at $69.7K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.