Sagespring Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

Sagespring Wealth 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	$321K	Buy	+6,536	New	+$353K	﹤0.01%	668
2025 Q2	–	Sell	-5,119	Closed	-$215K	–	726
2025 Q1	$215K	Sell	5,119 -873,191	-99%	-$35M	0.01%	622
2024 Q4	$33.5M	Buy	+878,310	New	+$35.9M	0.89%	26

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

Sagespring Wealth Partners's IXC Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 6,536 shares worth $321K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in IXC as recently as Q1 2025.

Sagespring Wealth Partners first reported a position in IXC in Q4 2024 and has held it in 3 quarters since. The position peaked at $33.5M in Q4 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Sagespring Wealth Partners held 6,536 shares of iShares Global Energy ETF worth $321K as of Q2 2026.
iShares Global Energy ETF was a new Sagespring Wealth Partners position in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #668 holding.
Sagespring Wealth Partners first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 3 quarters since.
Sagespring Wealth Partners's iShares Global Energy ETF position peaked at $33.5M in Q4 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.