Optima Capital’s iShares Global Energy ETF IXC Stock Holding History

Optima Capital’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	–	Sell	-55	Closed	-$2.31K	–	740
2025 Q4	$2.31K	Buy	+55	New	+$2.31K	﹤0.01%	742

Other funds holding IXC

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Optima Capital's IXC Position: Q1 2026 in Review

Optima Capital sold out of iShares Global Energy ETF (IXC) in Q1 2026, closing a stake of 55 shares — an estimated $2.31K sold.

Optima Capital first reported a position in IXC in Q4 2025 and held it in 1 quarter. The position peaked at $2.31K in Q4 2025. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Optima Capital reported no remaining iShares Global Energy ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 55 iShares Global Energy ETF shares in Q1 2026, an estimated $2.31K.
Optima Capital first reported a position in iShares Global Energy ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's iShares Global Energy ETF position peaked at $2.31K in Q4 2025.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.