Wealth Management Partners’s iShares Global Energy ETF IXC Stock Holding History

Wealth Management Partners’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	$539K	Sell	10,962 -1,845	-14%	-$99.8K	0.13%	109
2026 Q1	$738K	Buy	12,807 +6,656	+108%	+$332K	0.21%	87
2025 Q4	$258K	Hold	6,151	–	–	0.07%	129
2025 Q3	$257K	Hold	6,151	–	–	0.08%	123
2025 Q2	$243K	Hold	6,151	–	–	0.09%	122
2025 Q1	$259K	Hold	6,151	–	–	0.12%	103
2024 Q4	$235K	Hold	6,151	–	–	0.1%	106
2024 Q3	$249K	Hold	6,151	–	–	0.12%	98
2024 Q2	$255K	Hold	6,151	–	–	0.12%	91
2024 Q1	$264K	Sell	6,151 -724	-11%	-$28.7K	0.13%	100
2023 Q4	$269K	Sell	6,875 -250	-4%	-$9.94K	0.15%	97
2023 Q3	$294K	Hold	7,125	–	–	0.18%	82
2023 Q2	$265K	Hold	7,125	–	–	0.17%	97
2023 Q1	$269K	Buy	7,125 +125	+2%	+$4.83K	0.19%	95
2022 Q4	$290K	Sell	7,000 -1,000	-13%	-$39.1K	0.24%	77
2022 Q3	$283K	Buy	8,000 +1,000	+14%	+$35.1K	0.25%	74
2022 Q2	$251K	Sell	7,000 -3,000	-30%	-$112K	0.22%	84
2022 Q1	$370K	Hold	10,000	–	–	0.26%	72
2021 Q4	$281K	Sell	10,000 -230	-2%	-$6.52K	0.19%	88
2021 Q3	$275K	Buy	10,230 +2,500	+32%	+$62.7K	0.2%	94
2021 Q2	$206K	Buy	+7,730	New	+$201K	0.14%	113

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 Management Partners's IXC Position: Q2 2026 in Review

Wealth Management Partners reduced its iShares Global Energy ETF (IXC) stake by 14% in Q2 2026, selling an estimated $99.8K and leaving 10,962 shares worth $539K. The position accounts for 0.13% of the portfolio, ranked #109.

Wealth Management Partners first reported a position in IXC in Q2 2021 and has held it in 21 quarters since. The position peaked at $738K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Wealth Management Partners held 10,962 shares of iShares Global Energy ETF worth $539K as of Q2 2026.
Wealth Management Partners sold 1,845 iShares Global Energy ETF shares in Q2 2026, an estimated $99.8K.
iShares Global Energy ETF made up 0.13% of Wealth Management Partners's portfolio in Q2 2026, its #109 holding.
Wealth Management Partners first reported a position in iShares Global Energy ETF in Q2 2021 and has held it in 21 quarters since.
Wealth Management Partners's iShares Global Energy ETF position peaked at $738K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.