Marshall Wace’s iShares Global Energy ETF IXC Stock Holding History

Marshall Wace’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	$1.5M	Buy	+26,089	New	+$1.3M	﹤0.01%	1937
2024 Q3	–	Sell	-39,361	Closed	-$1.63M	–	2736
2024 Q2	$1.63M	Buy	+39,361	New	+$1.69M	﹤0.01%	1459
2023 Q4	–	Sell	-8,779	Closed	-$362K	–	2385
2023 Q3	$362K	Buy	+8,779	New	+$348K	﹤0.01%	1818
2021 Q4	–	Sell	-33,092	Closed	-$889K	–	4075
2021 Q3	$889K	Sell	33,092 -27,602	-45%	-$692K	﹤0.01%	2092
2021 Q2	$1.61M	Buy	+60,694	New	+$1.58M	0.01%	1559

Other funds holding IXC

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $339M AUM 19.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Marshall Wace's IXC Position: Q1 2026 in Review

Marshall Wace opened a new position in iShares Global Energy ETF (IXC) in Q1 2026: 26,089 shares worth $1.5M. The stake represents ﹤0.01% of the portfolio and ranks #1937 among its holdings. This is a return to the name: Marshall Wace previously reported a position in IXC as recently as Q2 2024.

Marshall Wace first reported a position in IXC in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.63M in Q2 2024. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

Marshall Wace held 26,089 shares of iShares Global Energy ETF worth $1.5M as of Q1 2026.
iShares Global Energy ETF was a new Marshall Wace position in Q1 2026.
iShares Global Energy ETF made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1937 holding.
Marshall Wace first reported a position in iShares Global Energy ETF in Q2 2021 and has held it in 5 quarters since.
Marshall Wace's iShares Global Energy ETF position peaked at $1.63M in Q2 2024.
342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.