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

Interchange 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 		$227K Buy
+4,623
New +$250K 0.04% 382
2024
Q2 		– Sell
-8,918
Closed -$384K – 288
2024
Q1 		$384K Buy
8,918
+207
+2% +$8.2K 0.26% 92
2023
Q4 		$341K Buy
+8,711
New +$346K 0.26% 98

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Goldman Sachs
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Interchange Capital Partners's IXC Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in iShares Global Energy ETF (IXC) in Q2 2026: 4,623 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #382 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in IXC as recently as Q1 2024.

Interchange Capital Partners first reported a position in IXC in Q4 2023 and has held it in 3 quarters since. The position peaked at $384K in Q1 2024. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Interchange Capital Partners held 4,623 shares of iShares Global Energy ETF worth $227K as of Q2 2026.
  • iShares Global Energy ETF was a new Interchange Capital Partners position in Q2 2026.
  • iShares Global Energy ETF made up 0.04% of Interchange Capital Partners's portfolio in Q2 2026, its #382 holding.
  • Interchange Capital Partners first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 3 quarters since.
  • Interchange Capital Partners's iShares Global Energy ETF position peaked at $384K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.