SageView Advisory Group’s iShares Global Energy ETF IXC Stock Holding History

SageView Advisory Group’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	–	Sell	-5,607	Closed	-$235K	–	1509
2025 Q4	$235K	Hold	5,607	–	–	0.01%	544
2025 Q3	$234K	Hold	5,607	–	–	0.01%	587
2025 Q2	$228K	Sell	5,607 -1,914	-25%	-$73.4K	0.01%	568
2025 Q1	$316K	Hold	7,521	–	–	0.01%	460
2024 Q4	$287K	Buy	+7,521	New	+$308K	0.01%	473

Other funds holding IXC

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

SageView Advisory Group's IXC Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Global Energy ETF (IXC) in Q1 2026, closing a stake of 5,607 shares — an estimated $235K sold.

SageView Advisory Group first reported a position in IXC in Q4 2024 and held it in 5 quarters. The position peaked at $316K in Q1 2025. 344 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

SageView Advisory Group reported no remaining iShares Global Energy ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 5,607 iShares Global Energy ETF shares in Q1 2026, an estimated $235K.
SageView Advisory Group first reported a position in iShares Global Energy ETF in Q4 2024 and held it in 5 quarters.
SageView Advisory Group's iShares Global Energy ETF position peaked at $316K in Q1 2025.
344 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.