Nicholson Meyer Capital Management’s iShares Global Energy ETF IXC Stock Holding History

Nicholson Meyer Capital Management’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 Q1	–	Sell	-88,813	Closed	-$3.72M	–	45
2025 Q4	$3.72M	Sell	88,813 -5,145	-5%	-$216K	2.82%	12
2025 Q3	$3.92M	Buy	93,958 +1,059	+1%	+$43.1K	3.02%	11
2025 Q2	$3.65M	Buy	92,899 +2,695	+3%	+$103K	3.09%	10
2025 Q1	$3.79M	Buy	+90,204	New	+$3.62M	3.49%	9

Other funds holding IXC

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Nicholson Meyer Capital Management's IXC Position: Q1 2026 in Review

Nicholson Meyer Capital Management sold out of iShares Global Energy ETF (IXC) in Q1 2026, closing a stake of 88,813 shares — an estimated $3.72M sold.

Nicholson Meyer Capital Management first reported a position in IXC in Q1 2025 and held it in 4 quarters. The position peaked at $3.92M in Q3 2025. 344 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Nicholson Meyer Capital Management reported no remaining iShares Global Energy ETF position as of Q1 2026 after selling out during the quarter.
Nicholson Meyer Capital Management sold 88,813 iShares Global Energy ETF shares in Q1 2026, an estimated $3.72M.
Nicholson Meyer Capital Management first reported a position in iShares Global Energy ETF in Q1 2025 and held it in 4 quarters.
Nicholson Meyer Capital Management's iShares Global Energy ETF position peaked at $3.92M in Q3 2025.
344 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.