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IXC icon

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

NewEdge 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 		$702K Buy
14,283
+338
+2% +$18.3K ﹤0.01% 1909
2026
Q1 		$803K Buy
13,945
+3,409
+32% +$170K ﹤0.01% 1635
2025
Q4 		$442K Sell
10,536
-762
-7% -$32K ﹤0.01% 2061
2025
Q3 		$472K Sell
11,298
-358
-3% -$14.6K ﹤0.01% 1859
2025
Q2 		$458K Sell
11,656
-17,951
-61% -$688K ﹤0.01% 1746
2025
Q1 		$1.25M Sell
29,607
-56,970
-66% -$2.29M 0.01% 1072
2024
Q4 		$3.31M Buy
86,577
+10,339
+14% +$423K 0.02% 628
2024
Q3 		$3.09M Sell
76,238
-84,774
-53% -$3.48M 0.02% 626
2024
Q2 		$6.68M Sell
161,012
-96,958
-38% -$4.16M 0.05% 358
2024
Q1 		$11.1M Buy
257,970
+53,873
+26% +$2.13M 0.1% 213
2023
Q4 		$7.87M Buy
204,097
+192,401
+1,645% +$7.65M 0.07% 254
2023
Q3 		$483K Sell
11,696
-582
-5% -$23.1K 0.01% 1190
2023
Q2 		$457K Sell
12,278
-1,275
-9% -$48K 0.01% 1237
2023
Q1 		$495K Sell
13,553
-755
-5% -$29.2K 0.01% 1119
2022
Q4 		$540K Buy
14,308
+1,427
+11% +$55.9K 0.01% 749
2022
Q3 		$430K Sell
12,881
-100
-0.8% -$3.51K 0.01% 1042
2022
Q2 		$440K Sell
12,981
-1,169
-8% -$43.8K 0.01% 1043
2022
Q1 		$512K Buy
14,150
+320
+2% +$10.6K 0.01% 849
2021
Q4 		$381K Buy
+13,830
New +$392K 0.01% 1205
2019
Q1 		– Sell
-9,668
Closed -$284K – 693
2018
Q4 		$284K Buy
9,668
+434
+5% +$14.6K 0.02% 499
2018
Q3 		$350K Buy
+9,234
New +$341K 0.03% 454

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

NewEdge Advisors's IXC Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Global Energy ETF (IXC) stake by 2.4% in Q2 2026, buying an estimated $18.3K and bringing the position to 14,283 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

NewEdge Advisors first reported a position in IXC in Q3 2018 and has held it in 21 quarters since. The position peaked at $11.1M in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • NewEdge Advisors held 14,283 shares of iShares Global Energy ETF worth $702K as of Q2 2026.
  • NewEdge Advisors bought 338 iShares Global Energy ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Global Energy ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1909 holding.
  • NewEdge Advisors first reported a position in iShares Global Energy ETF in Q3 2018 and has held it in 21 quarters since.
  • NewEdge Advisors's iShares Global Energy ETF position peaked at $11.1M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

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