Savvy Advisors Inc’s iShares Global Energy ETF IXC Stock Holding History

Savvy Advisors Inc’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	-11,078	Closed	-$638K	–	1301
2026 Q1	$638K	Buy	+11,078	New	+$552K	0.02%	582

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 $1.17B AUM 28.44% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Savvy Advisors Inc's IXC Position: Q2 2026 in Review

Savvy Advisors Inc sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 11,078 shares — an estimated $638K sold.

Savvy Advisors Inc first reported a position in IXC in Q1 2026 and held it in 1 quarter. The position peaked at $638K in Q1 2026. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Savvy Advisors Inc reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
Savvy Advisors Inc sold 11,078 iShares Global Energy ETF shares in Q2 2026, an estimated $638K.
Savvy Advisors Inc first reported a position in iShares Global Energy ETF in Q1 2026 and held it in 1 quarter.
Savvy Advisors Inc's iShares Global Energy ETF position peaked at $638K in Q1 2026.
336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.