Valmark Advisers’s iShares Global Energy ETF IXC Stock Holding History

Valmark Advisers’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	$204K	Sell	4,156 -79	-2%	-$4.27K	﹤0.01%	718
2026 Q1	$244K	Buy	+4,235	New	+$211K	﹤0.01%	623

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

Valmark Advisers's IXC Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Global Energy ETF (IXC) stake by 1.9% in Q2 2026, selling an estimated $4.27K and leaving 4,156 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Valmark Advisers first reported a position in IXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $244K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Valmark Advisers held 4,156 shares of iShares Global Energy ETF worth $204K as of Q2 2026.
Valmark Advisers sold 79 iShares Global Energy ETF shares in Q2 2026, an estimated $4.27K.
iShares Global Energy ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #718 holding.
Valmark Advisers first reported a position in iShares Global Energy ETF in Q1 2026 and has held it in 2 quarters since.
Valmark Advisers's iShares Global Energy ETF position peaked at $244K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.