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 Q3	$385K	Sell	7,112 -6,385	-47%	-$357K	﹤0.01%	333
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 $348B AUM 26.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Union Bancaire Privee's IXC Position: Q3 2026 in Review

Union Bancaire Privee reduced its iShares Global Energy ETF (IXC) stake by 47% in Q3 2026, selling an estimated $357K and leaving 7,112 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Union Bancaire Privee first reported a position in IXC in Q4 2024 and has held it in 8 quarters since. The position peaked at $761K in Q1 2026. 195 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

Union Bancaire Privee held 7,112 shares of iShares Global Energy ETF worth $385K as of Q3 2026.
Union Bancaire Privee sold 6,385 iShares Global Energy ETF shares in Q3 2026, an estimated $357K.
iShares Global Energy ETF made up ﹤0.01% of Union Bancaire Privee's portfolio in Q3 2026, its #333 holding.
Union Bancaire Privee first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 8 quarters since.
Union Bancaire Privee's iShares Global Energy ETF position peaked at $761K in Q1 2026.
195 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Union Bancaire Privee's 13F filing for Q3 2026, filed 4 Nov 2026.