Parcion Private Wealth’s iShares Global Energy ETF IXC Stock Holding History

Parcion Private Wealth’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	$254K	Buy	+4,416	New	+$220K	0.02%	369
2024 Q2	–	Sell	-26,841	Closed	-$1.15M	–	201
2024 Q1	$1.15M	Buy	+26,841	New	+$1.06M	0.1%	106
2023 Q4	–	Sell	-405,399	Closed	-$16.7M	–	196
2023 Q3	$16.7M	Sell	405,399 -33,776	-8%	-$1.34M	1.74%	19
2023 Q2	$16.3M	Buy	439,175 +32,802	+8%	+$1.23M	1.65%	19
2023 Q1	$15.3M	Buy	+406,373	New	+$15.7M	1.6%	19
2022 Q4	–	Sell	-584,838	Closed	-$19.5M	–	208
2022 Q3	$19.5M	Buy	584,838 +48,163	+9%	+$1.69M	2.18%	12
2022 Q2	$17.8M	Buy	536,675 +145,226	+37%	+$5.44M	1.75%	16
2022 Q1	$14.2M	Buy	+391,449	New	+$13M	1.32%	22
2020 Q4	–	Sell	-673,890	Closed	-$10.8M	–	190
2020 Q3	$10.8M	Buy	+673,890	New	+$12.7M	1.66%	16
2020 Q1	–	Sell	-9,962	Closed	-$307K	–	209
2019 Q4	$307K	Buy	+9,962	New	+$305K	0.07%	154

Other funds holding IXC

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Parcion Private Wealth's IXC Position: Q1 2026 in Review

Parcion Private Wealth opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 4,416 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #369 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in IXC as recently as Q1 2024.

Parcion Private Wealth first reported a position in IXC in Q4 2019 and has held it in 10 quarters since. The position peaked at $19.5M in Q3 2022. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Parcion Private Wealth held 4,416 shares of iShares Global Energy ETF worth $254K as of Q1 2026.
iShares Global Energy ETF was a new Parcion Private Wealth position in Q1 2026.
iShares Global Energy ETF made up 0.02% of Parcion Private Wealth's portfolio in Q1 2026, its #369 holding.
Parcion Private Wealth first reported a position in iShares Global Energy ETF in Q4 2019 and has held it in 10 quarters since.
Parcion Private Wealth's iShares Global Energy ETF position peaked at $19.5M in Q3 2022.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.