Virginia Estate & Retirement Planning Advisors’s iShares Global Energy ETF IXC Stock Holding History

Virginia Estate & Retirement Planning Advisors’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	$24.3K	Hold	107	–	–	0.03%	78
2026 Q1	$22.6K	Buy	+107	New	+$5.33K	0.04%	60

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

Virginia Estate & Retirement Planning Advisors's IXC Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 107 shares worth $24.3K. The position accounts for 0.03% of the portfolio, ranked #78.

Virginia Estate & Retirement Planning Advisors first reported a position in IXC in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 107 shares of iShares Global Energy ETF worth $24.3K as of Q2 2026.
Virginia Estate & Retirement Planning Advisors left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.03% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #78 holding.
Virginia Estate & Retirement Planning Advisors first reported a position in iShares Global Energy ETF in Q1 2026 and has held it in 2 quarters since.
331 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.