Rossby Financial’s iShares Global Energy ETF IXC Stock Holding History

Rossby 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	$5.16K	Sell	105 -39	-27%	-$2.11K	﹤0.01%	1419
2026 Q1	$8.05K	Buy	144 +39	+37%	+$1.94K	﹤0.01%	1338
2025 Q4	$4.4K	Sell	105 -284	-73%	-$11.9K	﹤0.01%	1141
2025 Q3	$16.3K	Hold	389	–	–	0.01%	755
2025 Q2	$15.3K	Hold	389	–	–	0.01%	707
2025 Q1	$14.8K	Buy	+389	New	+$15.6K	0.01%	661

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

Rossby Financial's IXC Position: Q2 2026 in Review

Rossby Financial reduced its iShares Global Energy ETF (IXC) stake by 27% in Q2 2026, selling an estimated $2.11K and leaving 105 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Rossby Financial first reported a position in IXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.3K in Q3 2025. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Rossby Financial held 105 shares of iShares Global Energy ETF worth $5.16K as of Q2 2026.
Rossby Financial sold 39 iShares Global Energy ETF shares in Q2 2026, an estimated $2.11K.
iShares Global Energy ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1419 holding.
Rossby Financial first reported a position in iShares Global Energy ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's iShares Global Energy ETF position peaked at $16.3K in Q3 2025.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.