U.S. Capital Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

U.S. Capital Wealth 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	$1.08M	Sell	18,780 -3,000	-14%	-$149K	0.03%	493
2025 Q4	$913K	Sell	21,780 -44	-0.2%	-$1.85K	0.02%	518
2025 Q3	$911K	Sell	21,824 -1,200	-5%	-$48.9K	0.02%	489
2025 Q2	$905K	Sell	23,024 -4,391	-16%	-$168K	0.03%	447
2025 Q1	$1.15M	Sell	27,415 -830	-3%	-$33.3K	0.04%	394
2024 Q4	$1.08M	Buy	28,245 +7,259	+35%	+$297K	0.03%	410
2024 Q3	$850K	Sell	20,986 -1,390	-6%	-$57K	0.03%	376
2024 Q2	$929K	Sell	22,376 -4,250	-16%	-$182K	0.04%	354
2024 Q1	$1.14M	Buy	26,626 +1,789	+7%	+$70.9K	0.04%	323
2023 Q4	$971K	Buy	24,837 +4,837	+24%	+$192K	0.04%	338
2023 Q3	$825K	Hold	20,000	–	–	0.04%	344
2023 Q2	$744K	Hold	20,000	–	–	0.04%	374
2023 Q1	$755K	Hold	20,000	–	–	0.04%	352
2022 Q4	$780K	Buy	+20,000	New	+$783K	0.04%	372

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

U.S. Capital Wealth Advisors's IXC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares Global Energy ETF (IXC) stake by 14% in Q1 2026, selling an estimated $149K and leaving 18,780 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #493.

U.S. Capital Wealth Advisors first reported a position in IXC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2025. 344 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

U.S. Capital Wealth Advisors held 18,780 shares of iShares Global Energy ETF worth $1.08M as of Q1 2026.
U.S. Capital Wealth Advisors sold 3,000 iShares Global Energy ETF shares in Q1 2026, an estimated $149K.
iShares Global Energy ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #493 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Global Energy ETF in Q4 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's iShares Global Energy ETF position peaked at $1.15M in Q1 2025.
344 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.