ORG Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

ORG Wealth Partners’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	$7.47K	Hold	152	–	–	﹤0.01%	557
2026 Q1	$8.76K	Hold	152	–	–	﹤0.01%	520
2025 Q4	$6.37K	Hold	152	–	–	﹤0.01%	497
2025 Q3	$6.35K	Hold	152	–	–	﹤0.01%	504
2025 Q2	$6.01K	Hold	152	–	–	﹤0.01%	532
2025 Q1	$6.42K	Hold	152	–	–	﹤0.01%	584
2024 Q4	$5.8K	Hold	152	–	–	﹤0.01%	407
2024 Q3	$6.15K	Buy	+152	New	+$6.24K	﹤0.01%	390

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

ORG Wealth Partners's IXC Position: Q2 2026 in Review

ORG Wealth Partners held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 152 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

ORG Wealth Partners first reported a position in IXC in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.76K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

ORG Wealth Partners held 152 shares of iShares Global Energy ETF worth $7.47K as of Q2 2026.
ORG Wealth Partners left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #557 holding.
ORG Wealth Partners first reported a position in iShares Global Energy ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares Global Energy ETF position peaked at $8.76K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.