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Walkner Condon Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Walkner Condon Financial 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 		$395K Sell
8,050
-4,030
-33% -$218K 0.05% 224
2026
Q1 		$696K Sell
12,080
-50
-0.4% -$2.49K 0.09% 144
2025
Q4 		$509K Buy
12,130
+514
+4% +$21.6K 0.07% 173
2025
Q3 		$485K Sell
11,616
-159
-1% -$6.47K 0.08% 174
2025
Q2 		$463K Sell
11,775
-9
-0.1% -$345 0.09% 172
2025
Q1 		$496K Buy
11,784
+105
+0.9% +$4.21K 0.1% 154
2024
Q4 		$446K Buy
11,679
+162
+1% +$6.63K 0.09% 175
2024
Q3 		$466K Sell
11,517
-424
-4% -$17.4K 0.1% 165
2024
Q2 		$495K Buy
11,941
+326
+3% +$14K 0.11% 146
2024
Q1 		$498K Buy
11,615
+833
+8% +$33K 0.11% 151
2023
Q4 		$422K Sell
10,782
-142
-1% -$5.64K 0.1% 169
2023
Q3 		$451K Buy
10,924
+652
+6% +$25.9K 0.12% 146
2023
Q2 		$382K Sell
10,272
-597
-5% -$22.5K 0.1% 157
2023
Q1 		$410K Sell
10,869
-546
-5% -$21.1K 0.12% 146
2022
Q4 		$445K Buy
11,415
+679
+6% +$26.6K 0.13% 137
2022
Q3 		$358K Sell
10,736
-698
-6% -$24.5K 0.12% 146
2022
Q2 		$387K Buy
11,434
+1,325
+13% +$49.6K 0.12% 147
2022
Q1 		$365K Sell
10,109
-988
-9% -$32.8K 0.1% 158
2021
Q4 		$305K Buy
11,097
+858
+8% +$24.3K 0.2% 98
2021
Q3 		$275K Sell
10,239
-3,765
-27% -$94.4K 0.14% 121
2021
Q2 		$373K Buy
14,004
+867
+7% +$22.5K 0.14% 115
2021
Q1 		$324K Buy
+13,137
New +$310K 0.13% 130

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Walkner Condon Financial Advisors's IXC Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares Global Energy ETF (IXC) stake by 33% in Q2 2026, selling an estimated $218K and leaving 8,050 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #224.

Walkner Condon Financial Advisors first reported a position in IXC in Q1 2021 and has held it in 22 quarters since. The position peaked at $696K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Walkner Condon Financial Advisors held 8,050 shares of iShares Global Energy ETF worth $395K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 4,030 iShares Global Energy ETF shares in Q2 2026, an estimated $218K.
  • iShares Global Energy ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #224 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares Global Energy ETF in Q1 2021 and has held it in 22 quarters since.
  • Walkner Condon Financial Advisors's iShares Global Energy ETF position peaked at $696K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.