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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
Q3 		$104K Hold
1,817
– – 0.02% 344
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Matthew Hamilton Rosenberg's IXC Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares Global Energy ETF (IXC) position steady in Q3 2026 at 1,817 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #344.

Matthew Hamilton Rosenberg first reported a position in IXC in Q3 2021 and has held it in 21 quarters since. The position peaked at $247K in Q4 2022. 18 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,817 shares of iShares Global Energy ETF worth $104K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares Global Energy ETF share count unchanged in Q3 2026.
  • iShares Global Energy ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #344 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Global Energy ETF in Q3 2021 and has held it in 21 quarters since.
  • Matthew Hamilton Rosenberg's iShares Global Energy ETF position peaked at $247K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.