Union Bancaire Privee’s iShares Global Energy ETF IXC Stock Holding History

Union Bancaire Privee’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	$648K	Hold	13,497	–	–	0.01%	329
2026 Q1	$761K	Hold	13,497	–	–	0.01%	317
2025 Q4	$550K	Hold	13,497	–	–	0.01%	353
2025 Q3	$561K	Hold	13,497	–	–	0.01%	309
2025 Q2	$514K	Hold	13,497	–	–	0.01%	306
2025 Q1	$554K	Sell	13,497 -4,167	-24%	-$167K	0.01%	304
2024 Q4	$662K	Buy	+17,664	New	+$723K	0.01%	312

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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 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 Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Union Bancaire Privee's IXC Position: Q2 2026 in Review

Union Bancaire Privee held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 13,497 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #329.

Union Bancaire Privee first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $761K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Union Bancaire Privee held 13,497 shares of iShares Global Energy ETF worth $648K as of Q2 2026.
Union Bancaire Privee left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #329 holding.
Union Bancaire Privee first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's iShares Global Energy ETF position peaked at $761K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.