Stifel Financial
IXC icon

Stifel Financial’s iShares Global Energy ETF IXC Stock Holding History

Stifel Financial’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 		$4.75M Sell
96,620
-4,518
-4% -$244K ﹤0.01% 1443
2026
Q1 		$5.83M Buy
101,138
+148
+0.1% +$7.37K 0.01% 1263
2025
Q4 		$4.23M Sell
100,990
-1,454
-1% -$61.1K ﹤0.01% 1426
2025
Q3 		$4.28M Sell
102,444
-9,286
-8% -$378K ﹤0.01% 1387
2025
Q2 		$4.39M Sell
111,730
-1,522
-1% -$58.4K ﹤0.01% 1323
2025
Q1 		$4.76M Sell
113,252
-27,086
-19% -$1.09M 0.01% 1215
2024
Q4 		$5.36M Sell
140,338
-30,344
-18% -$1.24M 0.01% 1170
2024
Q3 		$6.91M Buy
170,682
+2,488
+1% +$102K 0.01% 1021
2024
Q2 		$6.98M Sell
168,194
-173,747
-51% -$7.45M 0.01% 958
2024
Q1 		$14.7M Buy
341,941
+36,428
+12% +$1.44M 0.02% 657
2023
Q4 		$11.9M Buy
305,513
+182,764
+149% +$7.27M 0.02% 707
2023
Q3 		$5.06M Buy
122,749
+1,200
+1% +$47.6K 0.01% 1025
2023
Q2 		$4.52M Sell
121,549
-174
-0.1% -$6.55K 0.01% 1099
2023
Q1 		$4.6M Sell
121,723
-4,157
-3% -$161K 0.01% 1070
2022
Q4 		$4.91M Buy
125,880
+10,512
+9% +$411K 0.01% 993
2022
Q3 		$3.85M Sell
115,368
-4,864
-4% -$171K 0.01% 1067
2022
Q2 		$4.07M Sell
120,232
-1,179
-1% -$44.1K 0.01% 1070
2022
Q1 		$4.39M Buy
121,411
+16,176
+15% +$537K 0.01% 1128
2021
Q4 		$2.9M Buy
105,235
+529
+0.5% +$15K ﹤0.01% 1378
2021
Q3 		$2.81M Sell
104,706
-13,274
-11% -$333K ﹤0.01% 1356
2021
Q2 		$3.14M Buy
117,980
+25,238
+27% +$655K ﹤0.01% 1290
2021
Q1 		$2.29M Buy
92,742
+67,357
+265% +$1.59M ﹤0.01% 1440
2020
Q4 		$516K Sell
25,385
-2,641
-9% -$49.4K ﹤0.01% 2298
2020
Q3 		$459K Sell
28,026
-3,014
-10% -$56.9K ﹤0.01% 2138
2020
Q2 		$606K Sell
31,040
-33,453
-52% -$653K ﹤0.01% 1904
2020
Q1 		$1.09M Buy
64,493
+25,910
+67% +$647K ﹤0.01% 1375
2019
Q4 		$1.19M Buy
+38,583
New +$1.18M ﹤0.01% 1693
2019
Q1 		– Sell
-8,215
Closed -$240K – 2817
2018
Q4 		$240K Buy
8,215
+1,920
+31% +$64.7K ﹤0.01% 2362
2018
Q3 		$239K Sell
6,295
-11,431
-64% -$423K ﹤0.01% 2482
2018
Q2 		$663K Buy
+17,726
New +$656K ﹤0.01% 1873
2016
Q4 		– Sell
-10,516
Closed -$346K – 2512
2016
Q3 		$346K Sell
10,516
-726
-6% -$23.3K ﹤0.01% 1919
2016
Q2 		$365K Buy
11,242
+1,096
+11% +$34.2K ﹤0.01% 1934
2016
Q1 		$299K Buy
10,146
+45
+0.4% +$1.23K ﹤0.01% 1826
2015
Q4 		$283K Sell
10,101
-24
-0.2% -$738 ﹤0.01% 1942
2015
Q3 		$290K Buy
+10,125
New +$318K ﹤0.01% 1843

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Stifel Financial's IXC Position: Q2 2026 in Review

Stifel Financial reduced its iShares Global Energy ETF (IXC) stake by 4.5% in Q2 2026, selling an estimated $244K and leaving 96,620 shares worth $4.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Stifel Financial first reported a position in IXC in Q3 2015 and has held it in 35 quarters since. The position peaked at $14.7M in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Stifel Financial held 96,620 shares of iShares Global Energy ETF worth $4.75M as of Q2 2026.
  • Stifel Financial sold 4,518 iShares Global Energy ETF shares in Q2 2026, an estimated $244K.
  • iShares Global Energy ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1443 holding.
  • Stifel Financial first reported a position in iShares Global Energy ETF in Q3 2015 and has held it in 35 quarters since.
  • Stifel Financial's iShares Global Energy ETF position peaked at $14.7M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.