SoFi Wealth’s iShares Global Energy ETF IXC Stock Holding History

SoFi Wealth’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	$927	Sell	19 -32	-63%	-$1.73K	﹤0.01%	50
2026 Q1	$2.93K	Buy	51 +10	+24%	+$498	﹤0.01%	48
2025 Q4	$1.72K	Buy	+41	New	+$1.72K	﹤0.01%	49
2025 Q3	–	Sell	-327	Closed	-$12.9K	–	49
2025 Q2	$12.9K	Buy	327 +3	+0.9%	+$115	﹤0.01%	41
2025 Q1	$13.6K	Sell	324 -15,501	-98%	-$622K	﹤0.01%	37
2024 Q4	$604K	Buy	+15,825	New	+$648K	0.04%	22

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

SoFi Wealth's IXC Position: Q2 2026 in Review

SoFi Wealth reduced its iShares Global Energy ETF (IXC) stake by 63% in Q2 2026, selling an estimated $1.73K and leaving 19 shares worth $927. The position accounts for ﹤0.01% of the portfolio, ranked #50.

SoFi Wealth first reported a position in IXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $604K in Q4 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

SoFi Wealth held 19 shares of iShares Global Energy ETF worth $927 as of Q2 2026.
SoFi Wealth sold 32 iShares Global Energy ETF shares in Q2 2026, an estimated $1.73K.
iShares Global Energy ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q2 2026, its #50 holding.
SoFi Wealth first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 6 quarters since.
SoFi Wealth's iShares Global Energy ETF position peaked at $604K in Q4 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.