Simon Quick Advisors’s iShares Global Energy ETF IXC Stock Holding History

Simon Quick Advisors’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	$241K	Sell	4,912 -14	-0.3%	-$757	0.01%	374
2026 Q1	$284K	Buy	4,926 +14	+0.3%	+$697	0.01%	311
2025 Q4	$206K	Buy	4,912 +99	+2%	+$4.16K	0.01%	375
2025 Q3	$201K	Buy	+4,813	New	+$196K	0.01%	387
2024 Q1	–	Sell	-7,628	Closed	-$298K	–	420
2023 Q4	$298K	Buy	7,628 +121	+2%	+$4.81K	0.03%	241
2023 Q3	$310K	Sell	7,507 -12,216	-62%	-$484K	0.03%	228
2023 Q2	$734K	Buy	19,723 +371	+2%	+$14K	0.07%	132
2023 Q1	$731K	Hold	19,352	–	–	0.08%	121
2022 Q4	$755K	Buy	19,352 +544	+3%	+$21.3K	0.09%	105
2022 Q3	$627K	Hold	18,808	–	–	0.09%	107
2022 Q2	$642K	Buy	+18,808	New	+$704K	0.08%	108
2017 Q4	–	Sell	-282	Closed	-$10K	–	526
2017 Q3	$10K	Hold	282	–	–	﹤0.01%	422
2017 Q2	$9K	Hold	282	–	–	0.01%	240
2017 Q1	$9K	Buy	+282	New	+$9.51K	0.01%	263

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

Simon Quick Advisors's IXC Position: Q2 2026 in Review

Simon Quick Advisors reduced its iShares Global Energy ETF (IXC) stake by 0.28% in Q2 2026, selling an estimated $757 and leaving 4,912 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #374.

Simon Quick Advisors first reported a position in IXC in Q1 2017 and has held it in 14 quarters since. The position peaked at $755K in Q4 2022. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Simon Quick Advisors held 4,912 shares of iShares Global Energy ETF worth $241K as of Q2 2026.
Simon Quick Advisors sold 14 iShares Global Energy ETF shares in Q2 2026, an estimated $757.
iShares Global Energy ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #374 holding.
Simon Quick Advisors first reported a position in iShares Global Energy ETF in Q1 2017 and has held it in 14 quarters since.
Simon Quick Advisors's iShares Global Energy ETF position peaked at $755K in Q4 2022.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.