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 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

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

Rossby Financial's IXC Position: Q1 2026 in Review

Rossby Financial increased its iShares Global Energy ETF (IXC) stake by 37% in Q1 2026, buying an estimated $1.94K and bringing the position to 144 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Rossby Financial first reported a position in IXC in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.3K in Q3 2025. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Rossby Financial held 144 shares of iShares Global Energy ETF worth $8.05K as of Q1 2026.
Rossby Financial bought 39 iShares Global Energy ETF shares in Q1 2026, an estimated $1.94K.
iShares Global Energy ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1338 holding.
Rossby Financial first reported a position in iShares Global Energy ETF in Q1 2025 and has held it in 5 quarters since.
Rossby Financial's iShares Global Energy ETF position peaked at $16.3K in Q3 2025.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.