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

Other funds holding IXC

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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 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. 143 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.
143 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.