Wealth Enhancement Advisory Services’s iShares Global Energy ETF IXC Stock Holding History

Wealth Enhancement Advisory Services’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	$1.21M	Sell	23,789 -8,203	-26%	-$444K	﹤0.01%	1933
2026 Q1	$1.81M	Sell	31,992 -15,854	-33%	-$790K	﹤0.01%	1449
2025 Q4	$2.02M	Buy	47,846 +3,128	+7%	+$131K	﹤0.01%	1514
2025 Q3	$1.88M	Buy	44,718 +450	+1%	+$18.3K	﹤0.01%	1477
2025 Q2	$1.78M	Buy	44,268 +1,104	+3%	+$42.3K	﹤0.01%	1414
2025 Q1	$1.82M	Buy	43,164 +2,322	+6%	+$93.2K	﹤0.01%	1298
2024 Q4	$1.56M	Buy	40,842 +183	+0.5%	+$7.49K	﹤0.01%	1307
2024 Q3	$1.65M	Buy	40,659 +2,303	+6%	+$94.5K	﹤0.01%	1153
2024 Q2	$1.59M	Buy	38,356 +3,292	+9%	+$141K	﹤0.01%	1086
2024 Q1	$1.51M	Sell	35,064 -3,219	-8%	-$128K	﹤0.01%	1071
2023 Q4	$1.5M	Buy	38,283 +1,747	+5%	+$69.4K	﹤0.01%	1003
2023 Q3	$1.51M	Buy	+36,536	New	+$1.45M	0.01%	959

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

Wealth Enhancement Advisory Services's IXC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Global Energy ETF (IXC) stake by 26% in Q2 2026, selling an estimated $444K and leaving 23,789 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Wealth Enhancement Advisory Services first reported a position in IXC in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.02M in Q4 2025. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Wealth Enhancement Advisory Services held 23,789 shares of iShares Global Energy ETF worth $1.21M as of Q2 2026.
Wealth Enhancement Advisory Services sold 8,203 iShares Global Energy ETF shares in Q2 2026, an estimated $444K.
iShares Global Energy ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1933 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Global Energy ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Global Energy ETF position peaked at $2.02M in Q4 2025.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.