Oxford Financial Group’s iShares Global Energy ETF IXC Stock Holding History

Oxford Financial 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	$30.3K	Hold	617	–	–	﹤0.01%	272
2026 Q1	$35.5K	Hold	617	–	–	﹤0.01%	273
2025 Q4	$25.9K	Hold	617	–	–	﹤0.01%	262
2025 Q3	$25.8K	Hold	617	–	–	﹤0.01%	253
2025 Q2	$24.2K	Hold	617	–	–	﹤0.01%	241
2025 Q1	$26K	Hold	617	–	–	﹤0.01%	241
2024 Q4	$23.6K	Hold	617	–	–	﹤0.01%	279
2024 Q3	$25K	Hold	617	–	–	﹤0.01%	270
2024 Q2	$25.6K	Hold	617	–	–	﹤0.01%	294
2024 Q1	$26.5K	Sell	617 -552	-47%	-$21.9K	﹤0.01%	257
2023 Q4	$45.7K	Buy	+1,169	New	+$46.5K	﹤0.01%	265

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

Oxford Financial Group's IXC Position: Q2 2026 in Review

Oxford Financial Group held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 617 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Oxford Financial Group first reported a position in IXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.7K in Q4 2023. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Oxford Financial Group held 617 shares of iShares Global Energy ETF worth $30.3K as of Q2 2026.
Oxford Financial Group left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #272 holding.
Oxford Financial Group first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 11 quarters since.
Oxford Financial Group's iShares Global Energy ETF position peaked at $45.7K in Q4 2023.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.