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Running Point Capital Advisors’s iShares Global Energy ETF IXC Stock Holding History

Running Point Capital Advisors’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
2025
Q4 		$5.98K Buy
143
+23
+19% +$966 ﹤0.01% 176
2025
Q3 		$5.01K Buy
+120
New +$4.89K ﹤0.01% 180

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Running Point Capital Advisors's IXC Position: Q4 2025 in Review

Running Point Capital Advisors increased its iShares Global Energy ETF (IXC) stake by 19% in Q4 2025, buying an estimated $966 and bringing the position to 143 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Running Point Capital Advisors first reported a position in IXC in Q3 2025 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

  • Running Point Capital Advisors held 143 shares of iShares Global Energy ETF worth $5.98K as of Q4 2025.
  • Running Point Capital Advisors bought 23 iShares Global Energy ETF shares in Q4 2025, an estimated $966.
  • iShares Global Energy ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #176 holding.
  • Running Point Capital Advisors first reported a position in iShares Global Energy ETF in Q3 2025 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.