Physician Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

Physician Wealth Advisors’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	$744	Hold	15	–	–	﹤0.01%	1936
2026 Q1	$872	Sell	15 -154	-91%	-$7.67K	﹤0.01%	1753
2025 Q4	$7.1K	Buy	169 +8	+5%	+$336	﹤0.01%	873
2025 Q3	$6.72K	Sell	161 -2	-1%	-$81	﹤0.01%	854
2025 Q2	$6.4K	Buy	163 +17	+12%	+$652	﹤0.01%	742
2025 Q1	$6.16K	Sell	146 -60	-29%	-$2.41K	﹤0.01%	701
2024 Q4	$7.87K	Buy	+206	New	+$8.43K	﹤0.01%	663
2024 Q2	–	Sell	-44,903	Closed	-$1.94M	–	183
2024 Q1	$1.94M	Buy	44,903 +7,593	+20%	+$301K	0.41%	41
2023 Q4	$1.4M	Buy	+37,310	New	+$1.48M	0.31%	50

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

Physician Wealth Advisors's IXC Position: Q2 2026 in Review

Physician Wealth Advisors held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 15 shares worth $744. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Physician Wealth Advisors first reported a position in IXC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.94M in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Physician Wealth Advisors held 15 shares of iShares Global Energy ETF worth $744 as of Q2 2026.
Physician Wealth Advisors left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1936 holding.
Physician Wealth Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 9 quarters since.
Physician Wealth Advisors's iShares Global Energy ETF position peaked at $1.94M in Q1 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.