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Matthew Hamilton Rosenberg’s iShares Global Energy ETF IXC Stock Holding History

Matthew Hamilton Rosenberg’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 		$89.3K Sell
1,817
-470
-21% -$25.4K 0.02% 360
2026
Q1 		$132K Hold
2,287
– – 0.03% 279
2025
Q4 		$95.9K Sell
2,287
-83
-4% -$3.49K 0.02% 333
2025
Q3 		$98.9K Sell
2,370
-82
-3% -$3.34K 0.02% 335
2025
Q2 		$96.3K Hold
2,452
– – 0.02% 336
2025
Q1 		$103K Hold
2,452
– – 0.03% 308
2024
Q4 		$93.6K Sell
2,452
-488
-17% -$20K 0.02% 322
2024
Q3 		$119K Sell
2,940
-34
-1% -$1.4K 0.03% 283
2024
Q2 		$124K Buy
2,974
+488
+20% +$20.9K 0.04% 250
2024
Q1 		$108K Hold
2,486
– – 0.03% 300
2023
Q4 		$97.2K Hold
2,486
– – 0.03% 313
2023
Q3 		$103K Hold
2,486
– – 0.03% 275
2023
Q2 		$92.5K Sell
2,486
-3,845
-61% -$145K 0.03% 313
2023
Q1 		$239K Hold
6,331
– – 0.08% 160
2022
Q4 		$247K Hold
6,331
– – 0.08% 148
2022
Q3 		$211K Hold
6,331
– – 0.08% 152
2022
Q2 		$216K Hold
6,331
– – 0.08% 157
2022
Q1 		$229K Buy
6,331
+34
+0.5% +$1.13K 0.08% 163
2021
Q4 		$173K Sell
6,297
-217
-3% -$6.15K 0.06% 209
2021
Q3 		$175K Buy
+6,514
New +$163K 0.07% 182

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
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
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
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Matthew Hamilton Rosenberg's IXC Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Global Energy ETF (IXC) stake by 21% in Q2 2026, selling an estimated $25.4K and leaving 1,817 shares worth $89.3K. The position accounts for 0.02% of the portfolio, ranked #360.

Matthew Hamilton Rosenberg first reported a position in IXC in Q3 2021 and has held it in 20 quarters since. The position peaked at $247K in Q4 2022. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,817 shares of iShares Global Energy ETF worth $89.3K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 470 iShares Global Energy ETF shares in Q2 2026, an estimated $25.4K.
  • iShares Global Energy ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #360 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Global Energy ETF in Q3 2021 and has held it in 20 quarters since.
  • Matthew Hamilton Rosenberg's iShares Global Energy ETF position peaked at $247K in Q4 2022.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.