Y.D. More Investments’s iShares Global Energy ETF IXC Stock Holding History

Y.D. More Investments’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	$5.65K	Hold	115	–	–	﹤0.01%	417
2026 Q1	$6.68K	Hold	115	–	–	﹤0.01%	387
2025 Q4	$4.82K	Hold	115	–	–	﹤0.01%	398
2025 Q3	$4.8K	Hold	115	–	–	﹤0.01%	390
2025 Q2	$4.52K	Hold	115	–	–	﹤0.01%	394
2025 Q1	$4.84K	Sell	115 -118	-51%	-$4.74K	﹤0.01%	410
2024 Q4	$8.9K	Sell	233 -55	-19%	-$2.25K	﹤0.01%	377
2024 Q3	$11.6K	Sell	288 -200	-41%	-$8.21K	﹤0.01%	356
2024 Q2	$20.2K	Hold	488	–	–	﹤0.01%	343
2024 Q1	$20.9K	Buy	488 +233	+91%	+$9.23K	﹤0.01%	286
2023 Q4	$9.95K	Hold	255	–	–	﹤0.01%	325
2023 Q3	$10.5K	Buy	255 +200	+364%	+$7.93K	﹤0.01%	308
2023 Q2	$2.04K	Sell	55 -337	-86%	-$12.7K	﹤0.01%	309
2023 Q1	$14.7K	Buy	+392	New	+$15.1K	﹤0.01%	285

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

Y.D. More Investments's IXC Position: Q2 2026 in Review

Y.D. More Investments held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 115 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Y.D. More Investments first reported a position in IXC in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.9K in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Y.D. More Investments held 115 shares of iShares Global Energy ETF worth $5.65K as of Q2 2026.
Y.D. More Investments left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #417 holding.
Y.D. More Investments first reported a position in iShares Global Energy ETF in Q1 2023 and has held it in 14 quarters since.
Y.D. More Investments's iShares Global Energy ETF position peaked at $20.9K in Q1 2024.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.