Vantage Point Financial’s iShares Global Energy ETF IXC Stock Holding History

Vantage Point Financial’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	$846K	Sell	17,212 -1,616	-9%	-$87.4K	0.26%	70
2026 Q1	$1.08M	Sell	18,828 -2,020	-10%	-$101K	0.38%	50
2025 Q4	$874K	Sell	20,848 -436	-2%	-$18.3K	0.31%	64
2025 Q3	$889K	Hold	21,284	–	–	0.34%	59
2025 Q2	$836K	Buy	21,284 +14	+0.1%	+$537	0.37%	56
2025 Q1	$895K	Sell	21,270 -607	-3%	-$24.4K	0.45%	48
2024 Q4	$835K	Buy	+21,877	New	+$895K	0.45%	46

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

Vantage Point Financial's IXC Position: Q2 2026 in Review

Vantage Point Financial reduced its iShares Global Energy ETF (IXC) stake by 8.6% in Q2 2026, selling an estimated $87.4K and leaving 17,212 shares worth $846K. The position accounts for 0.26% of the portfolio, ranked #70.

Vantage Point Financial first reported a position in IXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Vantage Point Financial held 17,212 shares of iShares Global Energy ETF worth $846K as of Q2 2026.
Vantage Point Financial sold 1,616 iShares Global Energy ETF shares in Q2 2026, an estimated $87.4K.
iShares Global Energy ETF made up 0.26% of Vantage Point Financial's portfolio in Q2 2026, its #70 holding.
Vantage Point Financial first reported a position in iShares Global Energy ETF in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's iShares Global Energy ETF position peaked at $1.08M in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.