Synergy Investment Management’s iShares Global Energy ETF IXC Stock Holding History

Synergy Investment Management’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	$61.8K	Buy	+1,073	New	+$53.5K	0.02%	257
2025 Q2	–	Sell	-641	Closed	-$27K	–	332
2025 Q1	$27K	Sell	641 -5,685	-90%	-$228K	0.01%	281
2024 Q4	$242K	Buy	+6,326	New	+$259K	0.1%	103

Other funds holding IXC

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Synergy Investment Management's IXC Position: Q1 2026 in Review

Synergy Investment Management opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 1,073 shares worth $61.8K. The stake represents 0.02% of the portfolio and ranks #257 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in IXC as recently as Q1 2025.

Synergy Investment Management first reported a position in IXC in Q4 2024 and has held it in 3 quarters since. The position peaked at $242K in Q4 2024. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Synergy Investment Management held 1,073 shares of iShares Global Energy ETF worth $61.8K as of Q1 2026.
iShares Global Energy ETF was a new Synergy Investment Management position in Q1 2026.
iShares Global Energy ETF made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #257 holding.
Synergy Investment Management first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 3 quarters since.
Synergy Investment Management's iShares Global Energy ETF position peaked at $242K in Q4 2024.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.