Vermillion & White Wealth Management Group’s iShares Global Energy ETF IXC Stock Holding History

Vermillion & White Wealth Management 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 Q1	–	Sell	-7	Closed	-$294	–	300
2025 Q4	$294	Hold	7	–	–	﹤0.01%	560
2025 Q3	$292	Hold	7	–	–	﹤0.01%	553
2025 Q2	$275	Hold	7	–	–	﹤0.01%	518
2025 Q1	$294	Sell	7 -182	-96%	-$7.3K	﹤0.01%	503
2024 Q4	$7.22K	Hold	189	–	–	0.01%	251
2024 Q3	$7.65K	Hold	189	–	–	0.01%	232
2024 Q2	$7.84K	Buy	189 +7	+4%	+$300	0.01%	239
2024 Q1	$7.82K	Buy	+182	New	+$7.21K	0.01%	230

Other funds holding IXC

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Vermillion & White Wealth Management Group's IXC Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares Global Energy ETF (IXC) in Q1 2026, closing a stake of 7 shares — an estimated $294 sold.

Vermillion & White Wealth Management Group first reported a position in IXC in Q1 2024 and held it in 8 quarters. The position peaked at $7.84K in Q2 2024. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Global Energy ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 7 iShares Global Energy ETF shares in Q1 2026, an estimated $294.
Vermillion & White Wealth Management Group first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 8 quarters.
Vermillion & White Wealth Management Group's iShares Global Energy ETF position peaked at $7.84K in Q2 2024.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.