Pines Wealth Management
IXC icon

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
Q2 		– Sell
-5,113
Closed -$295K – 225
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

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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

Pines Wealth Management sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 5,113 shares — an estimated $295K sold.

Pines Wealth Management first reported a position in IXC in Q3 2025 and held it in 3 quarters. The position peaked at $295K in Q1 2026. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Pines Wealth Management reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Pines Wealth Management sold 5,113 iShares Global Energy ETF shares in Q2 2026, an estimated $295K.
  • Pines Wealth Management first reported a position in iShares Global Energy ETF in Q3 2025 and held it in 3 quarters.
  • Pines Wealth Management's iShares Global Energy ETF position peaked at $295K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.