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 Q2	–	Sell	-4,416	Closed	-$254K	–	546
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

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

Parcion Private Wealth's IXC Position: Q2 2026 in Review

Parcion Private Wealth sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 4,416 shares — an estimated $254K sold.

Parcion Private Wealth first reported a position in IXC in Q4 2019 and held it in 10 quarters. The position peaked at $19.5M in Q3 2022. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Parcion Private Wealth reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
Parcion Private Wealth sold 4,416 iShares Global Energy ETF shares in Q2 2026, an estimated $254K.
Parcion Private Wealth first reported a position in iShares Global Energy ETF in Q4 2019 and held it in 10 quarters.
Parcion Private Wealth's iShares Global Energy ETF position peaked at $19.5M in Q3 2022.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

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