Patten & Patten’s iShares Global Energy ETF IXC Stock Holding History

Patten & Patten’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	$219K	Buy	+3,797	New	+$189K	0.01%	327

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

Patten & Patten's IXC Position: Q1 2026 in Review

Patten & Patten opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 3,797 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings.

342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Patten & Patten held 3,797 shares of iShares Global Energy ETF worth $219K as of Q1 2026.
iShares Global Energy ETF was a new Patten & Patten position in Q1 2026.
iShares Global Energy ETF made up 0.01% of Patten & Patten's portfolio in Q1 2026, its #327 holding.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.