Beacon Pointe Advisors’s iShares Global Energy ETF IXC Stock Holding History

Beacon Pointe Advisors’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	$3.37M	Sell	68,647 -18,458	-21%	-$998K	0.02%	607
2026 Q1	$5.02M	Sell	87,105 -10,266	-11%	-$511K	0.03%	473
2025 Q4	$4.08M	Buy	+97,371	New	+$4.09M	0.03%	436

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

Beacon Pointe Advisors's IXC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares Global Energy ETF (IXC) stake by 21% in Q2 2026, selling an estimated $998K and leaving 68,647 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #607.

Beacon Pointe Advisors first reported a position in IXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.02M in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Beacon Pointe Advisors held 68,647 shares of iShares Global Energy ETF worth $3.37M as of Q2 2026.
Beacon Pointe Advisors sold 18,458 iShares Global Energy ETF shares in Q2 2026, an estimated $998K.
iShares Global Energy ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #607 holding.
Beacon Pointe Advisors first reported a position in iShares Global Energy ETF in Q4 2025 and has held it in 3 quarters since.
Beacon Pointe Advisors's iShares Global Energy ETF position peaked at $5.02M in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.