Raymond James Financial’s iShares Global Energy ETF IXC Stock Holding History

Raymond James Financial’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	$13.4M	Buy	233,458 +42,657	+22%	+$2.13M	﹤0.01%	1774
2025 Q4	$8M	Sell	190,801 -14,627	-7%	-$614K	﹤0.01%	2144
2025 Q3	$8.58M	Sell	205,428 -46,502	-18%	-$1.89M	﹤0.01%	2047
2025 Q2	$9.9M	Sell	251,930 -7,564	-3%	-$290K	﹤0.01%	1875
2025 Q1	$10.9M	Buy	259,494 +38,961	+18%	+$1.56M	﹤0.01%	1743
2024 Q4	$8.42M	Buy	+220,533	New	+$9.03M	﹤0.01%	1965

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 $5.7B AUM 32.06% 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

Raymond James Financial's IXC Position: Q1 2026 in Review

Raymond James Financial increased its iShares Global Energy ETF (IXC) stake by 22% in Q1 2026, buying an estimated $2.13M and bringing the position to 233,458 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Raymond James Financial first reported a position in IXC in Q4 2024 and has held it in 6 quarters since. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Raymond James Financial held 233,458 shares of iShares Global Energy ETF worth $13.4M as of Q1 2026.
Raymond James Financial bought 42,657 iShares Global Energy ETF shares in Q1 2026, an estimated $2.13M.
iShares Global Energy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1774 holding.
Raymond James Financial first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 6 quarters since.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.