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

Partners Wealth 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 Q2	$549K	Sell	11,167 -60	-0.5%	-$3.25K	0.54%	51
2026 Q1	$647K	Hold	11,227	–	–	0.67%	43
2025 Q4	$471K	Hold	11,227	–	–	0.49%	56
2025 Q3	$469K	Hold	11,227	–	–	0.46%	60
2025 Q2	$474K	Hold	11,227	–	–	0.54%	52
2025 Q1	$472K	Buy	11,227 +55	+0.5%	+$2.21K	0.54%	52
2024 Q4	$427K	Buy	+11,172	New	+$457K	0.49%	60

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

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

Partners Wealth Management reduced its iShares Global Energy ETF (IXC) stake by 0.53% in Q2 2026, selling an estimated $3.25K and leaving 11,167 shares worth $549K. The position accounts for 0.54% of the portfolio, ranked #51.

Partners Wealth Management first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $647K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Partners Wealth Management held 11,167 shares of iShares Global Energy ETF worth $549K as of Q2 2026.
Partners Wealth Management sold 60 iShares Global Energy ETF shares in Q2 2026, an estimated $3.25K.
iShares Global Energy ETF made up 0.54% of Partners Wealth Management's portfolio in Q2 2026, its #51 holding.
Partners Wealth Management first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's iShares Global Energy ETF position peaked at $647K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.