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United Advisor Group’s iShares Global Energy ETF IXC Stock Holding History

United Advisor Group’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 		$342K Buy
+6,006
New +$336K 0.03% 415
2024
Q2 		– Sell
-10,011
Closed -$430K – 270
2024
Q1 		$430K Buy
+10,011
New +$397K 0.16% 132

Other funds holding IXC

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

United Advisor Group's IXC Position: Q3 2026 in Review

United Advisor Group opened a new position in iShares Global Energy ETF (IXC) in Q3 2026: 6,006 shares worth $342K. The stake represents 0.03% of the portfolio and ranks #415 among its holdings. This is a return to the name: United Advisor Group previously reported a position in IXC as recently as Q1 2024.

United Advisor Group first reported a position in IXC in Q1 2024 and has held it in 2 quarters since. The position peaked at $430K in Q1 2024. 302 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • United Advisor Group held 6,006 shares of iShares Global Energy ETF worth $342K as of Q3 2026.
  • iShares Global Energy ETF was a new United Advisor Group position in Q3 2026.
  • iShares Global Energy ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #415 holding.
  • United Advisor Group first reported a position in iShares Global Energy ETF in Q1 2024 and has held it in 2 quarters since.
  • United Advisor Group's iShares Global Energy ETF position peaked at $430K in Q1 2024.
  • 302 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.