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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
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

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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

Fort Point Capital Partners's IXC Position: Q1 2026 in Review

Fort Point Capital Partners opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 4,353 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #200 among its holdings. This is a return to the name: Fort Point Capital Partners previously reported a position in IXC as recently as Q1 2025.

Fort Point Capital Partners first reported a position in IXC in Q3 2015 and has held it in 21 quarters since. The position peaked at $13.3M in Q2 2022. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Fort Point Capital Partners held 4,353 shares of iShares Global Energy ETF worth $251K as of Q1 2026.
  • iShares Global Energy ETF was a new Fort Point Capital Partners position in Q1 2026.
  • iShares Global Energy ETF made up 0.03% of Fort Point Capital Partners's portfolio in Q1 2026, its #200 holding.
  • Fort Point Capital Partners first reported a position in iShares Global Energy ETF in Q3 2015 and has held it in 21 quarters since.
  • Fort Point Capital Partners's iShares Global Energy ETF position peaked at $13.3M in Q2 2022.
  • 342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.