Sunbelt Securities’s iShares Global Energy ETF IXC Stock Holding History

Sunbelt Securities’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	$2.3K	Buy	+40	New	+$1.99K	﹤0.01%	1893
2025 Q4	–	Sell	-9	Closed	-$376	–	2867
2025 Q3	$376	Sell	9 -2,743	-100%	-$112K	﹤0.01%	2300
2025 Q2	$105K	Buy	2,752 +2,743	+30,478%	+$105K	0.01%	755
2025 Q1	$379	Sell	9 -2,743	-100%	-$110K	﹤0.01%	1714
2024 Q4	$104K	Buy	2,752 +148	+6%	+$6.06K	0.01%	756
2024 Q3	$105K	Buy	2,604 +350	+16%	+$14.4K	0.01%	747
2024 Q2	$93.6K	Buy	2,254 +1,945	+629%	+$83.4K	0.01%	749
2024 Q1	$13.3K	Buy	+309	New	+$12.2K	﹤0.01%	1178

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

Sunbelt Securities's IXC Position: Q1 2026 in Review

Sunbelt Securities opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 40 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #1893 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in IXC as recently as Q3 2025.

Sunbelt Securities first reported a position in IXC in Q1 2024 and has held it in 8 quarters since. The position peaked at $105K in Q3 2024. 344 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Sunbelt Securities held 40 shares of iShares Global Energy ETF worth $2.3K as of Q1 2026.
iShares Global Energy ETF was a new Sunbelt Securities position in Q1 2026.
iShares Global Energy ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1893 holding.
Sunbelt Securities first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 8 quarters since.
Sunbelt Securities's iShares Global Energy ETF position peaked at $105K in Q3 2024.
344 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.