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 Q2	$8.76M	Sell	178,369 -55,089	-24%	-$2.98M	﹤0.01%	2274
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

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

Raymond James Financial's IXC Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Global Energy ETF (IXC) stake by 24% in Q2 2026, selling an estimated $2.98M and leaving 178,369 shares worth $8.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Raymond James Financial first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.4M in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Raymond James Financial held 178,369 shares of iShares Global Energy ETF worth $8.76M as of Q2 2026.
Raymond James Financial sold 55,089 iShares Global Energy ETF shares in Q2 2026, an estimated $2.98M.
iShares Global Energy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2274 holding.
Raymond James Financial first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares Global Energy ETF position peaked at $13.4M in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.