WELLINGTON-ALTUS USA INC.’s iShares Global Energy ETF IXC Stock Holding History

WELLINGTON-ALTUS USA INC.’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	$41.8K	Hold	725	–	–	0.03%	343
2026 Q1	$35.6K	Buy	725 +135	+23%	+$6.73K	0.02%	405
2025 Q4	$24.7K	Buy	+590	New	+$24.8K	0.02%	442

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

WELLINGTON-ALTUS USA INC.'s IXC Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 725 shares worth $41.8K. The position accounts for 0.03% of the portfolio, ranked #343.

WELLINGTON-ALTUS USA INC. first reported a position in IXC in Q4 2025 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

WELLINGTON-ALTUS USA INC. held 725 shares of iShares Global Energy ETF worth $41.8K as of Q2 2026.
WELLINGTON-ALTUS USA INC. left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.03% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #343 holding.
WELLINGTON-ALTUS USA INC. first reported a position in iShares Global Energy ETF in Q4 2025 and has held it in 3 quarters since.
336 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.