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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
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

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Wealthspire Advisors (New York)'s IXC Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 4,783 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IXC as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in IXC in Q3 2025 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,783 shares of iShares Global Energy ETF worth $276K as of Q1 2026.
  • iShares Global Energy ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
  • iShares Global Energy ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #753 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Global Energy ETF in Q3 2025 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.