Sovran Advisors’s iShares Global Energy ETF IXC Stock Holding History

Sovran 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	$322K	Sell	6,008 -223	-4%	-$12.1K	0.02%	462
2026 Q1	$354K	Sell	6,231 -446	-7%	-$22.2K	0.03%	426
2025 Q4	$294K	Sell	6,677 -105	-2%	-$4.41K	0.03%	450
2025 Q3	$282K	Sell	6,782 -311	-4%	-$12.7K	0.02%	446
2025 Q2	$288K	Sell	7,093 -1,189	-14%	-$45.6K	0.03%	408
2025 Q1	$309K	Sell	8,282 -3,539	-30%	-$142K	0.04%	371
2024 Q4	$475K	Buy	+11,821	New	+$484K	0.07%	269

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

Sovran Advisors's IXC Position: Q2 2026 in Review

Sovran Advisors reduced its iShares Global Energy ETF (IXC) stake by 3.6% in Q2 2026, selling an estimated $12.1K and leaving 6,008 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #462.

Sovran Advisors first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $475K in Q4 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Sovran Advisors held 6,008 shares of iShares Global Energy ETF worth $322K as of Q2 2026.
Sovran Advisors sold 223 iShares Global Energy ETF shares in Q2 2026, an estimated $12.1K.
iShares Global Energy ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #462 holding.
Sovran Advisors first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares Global Energy ETF position peaked at $475K in Q4 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.