Joel Greenblatt’s iShares Global Energy ETF IXC Stock Holding History

Joel Greenblatt’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	$808K	Hold	16,446	–	–	﹤0.01%	1404
2026 Q1	$947K	Buy	16,446 +11,095	+207%	+$553K	﹤0.01%	1326
2025 Q4	$224K	Hold	5,351	–	–	﹤0.01%	1638
2025 Q3	$223K	Hold	5,351	–	–	﹤0.01%	1591
2025 Q2	$210K	Hold	5,351	–	–	﹤0.01%	1560
2025 Q1	$225K	Buy	+5,351	New	+$215K	﹤0.01%	1446

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

Joel Greenblatt's IXC Position: Q2 2026 in Review

Joel Greenblatt held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 16,446 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Joel Greenblatt first reported a position in IXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $947K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Joel Greenblatt held 16,446 shares of iShares Global Energy ETF worth $808K as of Q2 2026.
Joel Greenblatt left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1404 holding.
Joel Greenblatt first reported a position in iShares Global Energy ETF in Q1 2025 and has held it in 6 quarters since.
Joel Greenblatt's iShares Global Energy ETF position peaked at $947K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.