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Wedmont Private Capital’s iShares Global Energy ETF IXC Stock Holding History

Wedmont Private Capital’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 		– Sell
-5,667
Closed -$236K – 859
2025
Q4 		$236K Buy
5,667
+28
+0.5% +$1.18K 0.01% 723
2025
Q3 		$237K Sell
5,639
-19
-0.3% -$774 0.01% 692
2025
Q2 		$229K Buy
+5,658
New +$217K 0.01% 679

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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 $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Wedmont Private Capital's IXC Position: Q1 2026 in Review

Wedmont Private Capital sold out of iShares Global Energy ETF (IXC) in Q1 2026, closing a stake of 5,667 shares — an estimated $236K sold.

Wedmont Private Capital first reported a position in IXC in Q2 2025 and held it in 3 quarters. The position peaked at $237K in Q3 2025. 344 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Wedmont Private Capital reported no remaining iShares Global Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 5,667 iShares Global Energy ETF shares in Q1 2026, an estimated $236K.
  • Wedmont Private Capital first reported a position in iShares Global Energy ETF in Q2 2025 and held it in 3 quarters.
  • Wedmont Private Capital's iShares Global Energy ETF position peaked at $237K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Wedmont Private Capital's 13F filing for Q1 2026, filed 9 Apr 2026.