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

Pines 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 Q1	$295K	Sell	5,113 -209	-4%	-$10.4K	0.1%	178
2025 Q4	$223K	Buy	5,322 +291	+6%	+$12.2K	0.07%	214
2025 Q3	$210K	Buy	+5,031	New	+$205K	0.07%	218

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

Pines Wealth Management's IXC Position: Q1 2026 in Review

Pines Wealth Management reduced its iShares Global Energy ETF (IXC) stake by 3.9% in Q1 2026, selling an estimated $10.4K and leaving 5,113 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #178.

Pines Wealth Management first reported a position in IXC in Q3 2025 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Pines Wealth Management held 5,113 shares of iShares Global Energy ETF worth $295K as of Q1 2026.
Pines Wealth Management sold 209 iShares Global Energy ETF shares in Q1 2026, an estimated $10.4K.
iShares Global Energy ETF made up 0.1% of Pines Wealth Management's portfolio in Q1 2026, its #178 holding.
Pines Wealth Management first reported a position in iShares Global Energy ETF in Q3 2025 and has held it in 3 quarters since.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.