Fort Point Capital Partners’s iShares Global Energy ETF IXC Stock Holding History

Fort Point Capital 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	$214K	Buy	4,358 +5	+0.1%	+$270	0.01%	243
2026 Q1	$251K	Buy	+4,353	New	+$217K	0.03%	200
2025 Q2	–	Sell	-5,575	Closed	-$235K	–	330
2025 Q1	$235K	Hold	5,575	–	–	0.03%	288
2024 Q4	$213K	Sell	5,575 -189	-3%	-$7.74K	0.02%	290
2024 Q3	$233K	Buy	5,764 +365	+7%	+$15K	0.03%	264
2024 Q2	$224K	Hold	5,399	–	–	0.03%	290
2024 Q1	$232K	Sell	5,399 -200	-4%	-$7.92K	0.03%	291
2023 Q4	$219K	Sell	5,599 -51	-0.9%	-$2.03K	0.03%	272
2023 Q3	$233K	Sell	5,650 -7,014	-55%	-$278K	0.04%	245
2023 Q2	$471K	Sell	12,664 -150,304	-92%	-$5.66M	0.07%	160
2023 Q1	$6.15M	Sell	162,968 -3,792	-2%	-$146K	0.93%	28
2022 Q4	$6.5M	Sell	166,760 -149,977	-47%	-$5.87M	1.01%	25
2022 Q3	$10.6M	Sell	316,737 -74,780	-19%	-$2.62M	1.76%	14
2022 Q2	$13.3M	Buy	391,517 +35,375	+10%	+$1.32M	2.17%	11
2022 Q1	$12.9M	Buy	356,142 +55,724	+19%	+$1.85M	1.8%	13
2021 Q4	$8.27M	Buy	300,418 +2,073	+0.7%	+$58.8K	1.11%	22
2021 Q3	$8.01M	Sell	298,345 -141,462	-32%	-$3.55M	1.2%	21
2021 Q2	$11.7M	Buy	439,807 +67,420	+18%	+$1.75M	2.14%	16
2021 Q1	$9.18M	Buy	372,387 +40,145	+12%	+$947K	1.97%	16
2020 Q4	$6.75M	Buy	+332,242	New	+$6.21M	1.55%	17
2016 Q1	–	Sell	-40,966	Closed	-$1.15M	–	125
2015 Q4	$1.15M	Buy	40,966 +24,302	+146%	+$747K	0.58%	39
2015 Q3	$478K	Buy	+16,664	New	+$524K	0.29%	49

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

Fort Point Capital Partners's IXC Position: Q2 2026 in Review

Fort Point Capital Partners increased its iShares Global Energy ETF (IXC) stake by 0.11% in Q2 2026, buying an estimated $270 and bringing the position to 4,358 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #243.

Fort Point Capital Partners first reported a position in IXC in Q3 2015 and has held it in 22 quarters since. The position peaked at $13.3M in Q2 2022. 335 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Fort Point Capital Partners held 4,358 shares of iShares Global Energy ETF worth $214K as of Q2 2026.
Fort Point Capital Partners bought 5 iShares Global Energy ETF shares in Q2 2026, an estimated $270.
iShares Global Energy ETF made up 0.01% of Fort Point Capital Partners's portfolio in Q2 2026, its #243 holding.
Fort Point Capital Partners first reported a position in iShares Global Energy ETF in Q3 2015 and has held it in 22 quarters since.
Fort Point Capital Partners's iShares Global Energy ETF position peaked at $13.3M in Q2 2022.
335 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.