Vestmark Advisory Solutions’s iShares Global Energy ETF IXC Stock Holding History

Vestmark Advisory Solutions’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	$2.55M	Buy	51,950 +12,188	+31%	+$659K	0.02%	603
2026 Q1	$2.29M	Buy	39,762 +1,031	+3%	+$51.4K	0.03%	575
2025 Q4	$1.62M	Buy	+38,731	New	+$1.63M	0.02%	644

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

Vestmark Advisory Solutions's IXC Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Global Energy ETF (IXC) stake by 31% in Q2 2026, buying an estimated $659K and bringing the position to 51,950 shares worth $2.55M. The position accounts for 0.02% of the portfolio, ranked #603.

Vestmark Advisory Solutions first reported a position in IXC in Q4 2025 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Vestmark Advisory Solutions held 51,950 shares of iShares Global Energy ETF worth $2.55M as of Q2 2026.
Vestmark Advisory Solutions bought 12,188 iShares Global Energy ETF shares in Q2 2026, an estimated $659K.
iShares Global Energy ETF made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #603 holding.
Vestmark Advisory Solutions first reported a position in iShares Global Energy ETF in Q4 2025 and has held it in 3 quarters since.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.