WealthShield Partners’s iShares Global Energy ETF IXC Stock Holding History

WealthShield 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	–	Sell	-490	Closed	-$28.2K	–	500
2026 Q1	$28.2K	Sell	490 -21	-4%	-$1.05K	﹤0.01%	480
2025 Q4	$21.4K	Sell	511 -103	-17%	-$4.33K	﹤0.01%	475
2025 Q3	$25.6K	Sell	614 -22	-3%	-$896	﹤0.01%	464
2025 Q2	$25K	Sell	636 -136	-18%	-$5.21K	﹤0.01%	458
2025 Q1	$32.5K	Sell	772 -2,796	-78%	-$112K	﹤0.01%	432
2024 Q4	$136K	Sell	3,568 -308	-8%	-$12.6K	0.02%	312
2024 Q3	$157K	Sell	3,876 -186	-5%	-$7.63K	0.02%	316
2024 Q2	$169K	Sell	4,062 -19,269	-83%	-$826K	0.03%	288
2024 Q1	$1M	Buy	23,331 +1,957	+9%	+$77.5K	0.16%	142
2023 Q4	$836K	Buy	+21,374	New	+$850K	0.14%	158
2021 Q3	–	Sell	-1,000	Closed	-$27K	–	488
2021 Q2	$27K	Hold	1,000	–	–	﹤0.01%	605
2021 Q1	$25K	Buy	+1,000	New	+$23.6K	﹤0.01%	611

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

WealthShield Partners's IXC Position: Q2 2026 in Review

WealthShield Partners sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 490 shares — an estimated $28.2K sold.

WealthShield Partners first reported a position in IXC in Q1 2021 and held it in 12 quarters. The position peaked at $1M in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

WealthShield Partners reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 490 iShares Global Energy ETF shares in Q2 2026, an estimated $28.2K.
WealthShield Partners first reported a position in iShares Global Energy ETF in Q1 2021 and held it in 12 quarters.
WealthShield Partners's iShares Global Energy ETF position peaked at $1M in Q1 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.