Root Financial Partners’s iShares Global Energy ETF IXC Stock Holding History

Root Financial Partners’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	-436	Closed	-$25.1K	–	1818
2026 Q1	$25.1K	Sell	436 -143	-25%	-$7.12K	﹤0.01%	1197
2025 Q4	$24.3K	Buy	579 +54	+10%	+$2.27K	﹤0.01%	1080
2025 Q3	$21.9K	Buy	+525	New	+$21.4K	﹤0.01%	1070

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

Root Financial Partners's IXC Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 436 shares — an estimated $25.1K sold.

Root Financial Partners first reported a position in IXC in Q3 2025 and held it in 3 quarters. The position peaked at $25.1K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Root Financial Partners reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 436 iShares Global Energy ETF shares in Q2 2026, an estimated $25.1K.
Root Financial Partners first reported a position in iShares Global Energy ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's iShares Global Energy ETF position peaked at $25.1K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.