Belpointe Asset Management
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Belpointe Asset Management’s iShares Global Energy ETF IXC Stock Holding History

Belpointe Asset Management’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 		– Sell
-4,643
Closed -$267K – 1174
2026
Q1 		$267K Buy
+4,643
New +$231K 0.01% 906
2023
Q2 		– Sell
-412
Closed -$15.6K – 1975
2023
Q1 		$15.6K Sell
412
-10
-2% -$386 ﹤0.01% 2456
2022
Q4 		$16.5K Buy
+422
New +$16.5K ﹤0.01% 2313

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Bank of America
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Belpointe Asset Management's IXC Position: Q2 2026 in Review

Belpointe Asset Management sold out of iShares Global Energy ETF (IXC) in Q2 2026, closing a stake of 4,643 shares — an estimated $267K sold.

Belpointe Asset Management first reported a position in IXC in Q4 2022 and held it in 3 quarters. The position peaked at $267K in Q1 2026. 338 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Belpointe Asset Management reported no remaining iShares Global Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 4,643 iShares Global Energy ETF shares in Q2 2026, an estimated $267K.
  • Belpointe Asset Management first reported a position in iShares Global Energy ETF in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's iShares Global Energy ETF position peaked at $267K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.