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

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

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. 333 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.
333 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.