SSA Swiss Advisors’s iShares Global Energy ETF IXC Stock Holding History

SSA Swiss 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 Q1	–	Sell	-21,165	Closed	-$888K	–	103
2025 Q4	$888K	Sell	21,165 -55	-0.3%	-$2.31K	0.41%	58
2025 Q3	$893K	Hold	21,220	–	–	0.42%	54
2025 Q2	$849K	Sell	21,220 -345	-2%	-$13.2K	0.41%	57
2025 Q1	$907K	Buy	+21,565	New	+$866K	0.46%	56

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

SSA Swiss Advisors's IXC Position: Q1 2026 in Review

SSA Swiss Advisors sold out of iShares Global Energy ETF (IXC) in Q1 2026, closing a stake of 21,165 shares — an estimated $888K sold.

SSA Swiss Advisors first reported a position in IXC in Q1 2025 and held it in 4 quarters. The position peaked at $907K in Q1 2025. 344 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

SSA Swiss Advisors reported no remaining iShares Global Energy ETF position as of Q1 2026 after selling out during the quarter.
SSA Swiss Advisors sold 21,165 iShares Global Energy ETF shares in Q1 2026, an estimated $888K.
SSA Swiss Advisors first reported a position in iShares Global Energy ETF in Q1 2025 and held it in 4 quarters.
SSA Swiss Advisors's iShares Global Energy ETF position peaked at $907K in Q1 2025.
344 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.