Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MHR
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
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
HSBC Holdings
London, United Kingdom
$168B 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
$4.61B 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close