Wealthspire Advisors (New York)’s iShares Global Energy ETF IXC Stock Holding History

Wealthspire Advisors (New York)’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	$240K	Buy	4,893 +110	+2%	+$5.95K	﹤0.01%	1095
2026 Q1	$276K	Buy	+4,783	New	+$238K	﹤0.01%	753
2025 Q4	–	Sell	-4,420	Closed	-$185K	–	1968
2025 Q3	$185K	Buy	+4,420	New	+$180K	﹤0.01%	819

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 $1.17B AUM 28.44% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Wealthspire Advisors (New York)'s IXC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Global Energy ETF (IXC) stake by 2.3% in Q2 2026, buying an estimated $5.95K and bringing the position to 4,893 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Wealthspire Advisors (New York) first reported a position in IXC in Q3 2025 and has held it in 3 quarters since. The position peaked at $276K in Q1 2026. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Wealthspire Advisors (New York) held 4,893 shares of iShares Global Energy ETF worth $240K as of Q2 2026.
Wealthspire Advisors (New York) bought 110 iShares Global Energy ETF shares in Q2 2026, an estimated $5.95K.
iShares Global Energy ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1095 holding.
Wealthspire Advisors (New York) first reported a position in iShares Global Energy ETF in Q3 2025 and has held it in 3 quarters since.
Wealthspire Advisors (New York)'s iShares Global Energy ETF position peaked at $276K in Q1 2026.
336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.