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Equitable Holdings’s iShares Global Energy ETF IXC Stock Holding History

Equitable Holdings’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 		$1.97M Sell
46,099
-20,419
-31% -$1.02M 0.01% 728
2025
Q4 		$2.79M Sell
66,518
-38,185
-36% -$1.6M 0.02% 532
2025
Q3 		$4.37M Sell
104,703
-4,920
-4% -$200K 0.03% 387
2025
Q2 		$4.31M Buy
109,623
+6,570
+6% +$252K 0.04% 362
2025
Q1 		$4.34M Buy
103,053
+14,216
+16% +$571K 0.04% 319
2024
Q4 		$3.39M Sell
88,837
-19,019
-18% -$778K 0.03% 357
2024
Q3 		$4.37M Sell
107,856
-36,914
-25% -$1.51M 0.04% 307
2024
Q2 		$6.01M Sell
144,770
-19,225
-12% -$824K 0.06% 229
2024
Q1 		$7.04M Buy
163,995
+25,332
+18% +$1M 0.08% 188
2023
Q4 		$5.42M Buy
138,663
+49,923
+56% +$1.98M 0.07% 207
2023
Q3 		$3.66M Buy
88,740
+24,862
+39% +$986K 0.05% 249
2023
Q2 		$2.38M Buy
63,878
+51,573
+419% +$1.94M 0.03% 316
2023
Q1 		$465K Buy
+12,305
New +$475K 0.01% 667
2021
Q2 		– Sell
-19,851
Closed -$489K – 822
2021
Q1 		$489K Buy
19,851
+2,830
+17% +$66.8K 0.01% 514
2020
Q4 		$346K Buy
17,021
+2,550
+18% +$47.7K 0.01% 535
2020
Q3 		$237K Buy
14,471
+381
+3% +$7.2K 0.01% 561
2020
Q2 		$275K Sell
14,090
-2,511
-15% -$49K 0.01% 520
2020
Q1 		$280K Buy
16,601
+3,031
+22% +$75.7K 0.01% 471
2019
Q4 		$418K Buy
+13,570
New +$416K 0.01% 436

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 $4.62B AUM 25.58% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Equitable Holdings's IXC Position: Q1 2026 in Review

Equitable Holdings reduced its iShares Global Energy ETF (IXC) stake by 31% in Q1 2026, selling an estimated $1.02M and leaving 46,099 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #728.

Equitable Holdings first reported a position in IXC in Q4 2019 and has held it in 19 quarters since. The position peaked at $7.04M in Q1 2024. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Equitable Holdings held 46,099 shares of iShares Global Energy ETF worth $1.97M as of Q1 2026.
  • Equitable Holdings sold 20,419 iShares Global Energy ETF shares in Q1 2026, an estimated $1.02M.
  • iShares Global Energy ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #728 holding.
  • Equitable Holdings first reported a position in iShares Global Energy ETF in Q4 2019 and has held it in 19 quarters since.
  • Equitable Holdings's iShares Global Energy ETF position peaked at $7.04M in Q1 2024.
  • 342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.