AFP
IXC icon

Alpha Financial Partners’s iShares Global Energy ETF IXC Stock Holding History

Alpha Financial 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
Q1 		$2.16M Buy
+37,418
New +$1.86M 1.28% 15
2024
Q4 		– Sell
-7,727
Closed -$313K – 122
2024
Q3 		$313K Buy
+7,727
New +$317K 0.22% 72

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 $295B AUM 31.6% 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

Alpha Financial Partners's IXC Position: Q1 2026 in Review

Alpha Financial Partners opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 37,418 shares worth $2.16M. The stake represents 1.28% of the portfolio and ranks #15 among its holdings. This is a return to the name: Alpha Financial Partners previously reported a position in IXC as recently as Q3 2024.

Alpha Financial Partners first reported a position in IXC in Q3 2024 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Alpha Financial Partners held 37,418 shares of iShares Global Energy ETF worth $2.16M as of Q1 2026.
  • iShares Global Energy ETF was a new Alpha Financial Partners position in Q1 2026.
  • iShares Global Energy ETF made up 1.28% of Alpha Financial Partners's portfolio in Q1 2026, its #15 holding.
  • Alpha Financial Partners first reported a position in iShares Global Energy ETF in Q3 2024 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.