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 Q2	$1.89M	Buy	38,490 +1,072	+3%	+$58K	0.99%	18
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

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

Alpha Financial Partners's IXC Position: Q2 2026 in Review

Alpha Financial Partners increased its iShares Global Energy ETF (IXC) stake by 2.9% in Q2 2026, buying an estimated $58K and bringing the position to 38,490 shares worth $1.89M. The position accounts for 0.99% of the portfolio, ranked #18.

Alpha Financial Partners first reported a position in IXC in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.16M in Q1 2026. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Alpha Financial Partners held 38,490 shares of iShares Global Energy ETF worth $1.89M as of Q2 2026.
Alpha Financial Partners bought 1,072 iShares Global Energy ETF shares in Q2 2026, an estimated $58K.
iShares Global Energy ETF made up 0.99% of Alpha Financial Partners's portfolio in Q2 2026, its #18 holding.
Alpha Financial Partners first reported a position in iShares Global Energy ETF in Q3 2024 and has held it in 3 quarters since.
Alpha Financial Partners's iShares Global Energy ETF position peaked at $2.16M in Q1 2026.
336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.