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 Q2	–	Sell	-3,797	Closed	-$219K	–	353
2026 Q1	$219K	Buy	+3,797	New	+$189K	0.01%	327

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

Patten & Patten's IXC Position: Q2 2026 in Review

Patten & Patten sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 3,797 shares — an estimated $219K sold.

Patten & Patten first reported a position in IXC in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Patten & Patten reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
Patten & Patten sold 3,797 iShares Global Energy ETF shares in Q2 2026, an estimated $219K.
Patten & Patten first reported a position in iShares Global Energy ETF in Q1 2026 and held it in 1 quarter.
Patten & Patten's iShares Global Energy ETF position peaked at $219K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.