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Money Design’s iShares Global Energy ETF IXC Stock Holding History

Money Design’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
2025
Q2 		$12.1M Buy
306,833
+48,834
+19% +$1.87M 0.56% 33
2025
Q1 		$10.9M Sell
257,999
-17,504
-6% -$703K 0.54% 35
2024
Q4 		$10.4M Sell
275,503
-27,963
-9% -$1.14M 0.53% 38
2024
Q3 		$12.3M Buy
303,466
+14,582
+5% +$598K 0.61% 34
2024
Q2 		$12M Sell
288,884
-24,160
-8% -$1.04M 0.65% 33
2024
Q1 		$13.4M Sell
313,044
-2,890
-0.9% -$114K 0.73% 34
2023
Q4 		$12.4M Buy
315,934
+23,599
+8% +$938K 0.7% 35
2023
Q3 		$12.1M Sell
292,335
-73,790
-20% -$2.93M 0.73% 37
2023
Q2 		$13.6M Sell
366,125
-78,692
-18% -$2.96M 0.81% 39
2023
Q1 		$16.8M Sell
444,817
-106,877
-19% -$4.13M 0.99% 31
2022
Q4 		$21.5M Sell
551,694
-305,044
-36% -$11.9M 1.35% 26
2022
Q3 		$28.6M Buy
856,738
+129,397
+18% +$4.54M 2.02% 15
2022
Q2 		$24.6M Buy
727,341
+15,288
+2% +$572K 1.84% 17
2022
Q1 		$25.7M Sell
712,053
-109,863
-13% -$3.65M 1.74% 21
2021
Q4 		$22.6M Sell
821,916
-294,048
-26% -$8.34M 1.53% 24
2021
Q3 		$30M Buy
1,115,964
+798,000
+251% +$20M 2.48% 14
2021
Q2 		$8.46M Sell
317,964
-23,452
-7% -$609K 0.87% 31
2021
Q1 		$8.42M Sell
341,416
-558,526
-62% -$13.2M 0.98% 29
2020
Q4 		$18.5M Buy
899,942
+271,624
+43% +$5.08M 2.11% 19
2020
Q3 		$10.3M Buy
628,318
+251,027
+67% +$4.74M 1.24% 28
2020
Q2 		$7.37M Sell
377,291
-135,526
-26% -$2.64M 1.05% 32
2020
Q1 		$8.66M Buy
512,817
+306,404
+148% +$7.65M 1.53% 23
2019
Q4 		$6.34M Buy
+206,413
New +$6.33M 1.12% 30

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Money Design's IXC Position: Q2 2025 in Review

Money Design increased its iShares Global Energy ETF (IXC) stake by 19% in Q2 2025, buying an estimated $1.87M and bringing the position to 306,833 shares worth $12.1M. The position accounts for 0.56% of the portfolio, ranked #33.

Money Design first reported a position in IXC in Q4 2019 and has held it in 23 quarters since. The position peaked at $30M in Q3 2021. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

  • Money Design held 306,833 shares of iShares Global Energy ETF worth $12.1M as of Q2 2025.
  • Money Design bought 48,834 iShares Global Energy ETF shares in Q2 2025, an estimated $1.87M.
  • iShares Global Energy ETF made up 0.56% of Money Design's portfolio in Q2 2025, its #33 holding.
  • Money Design first reported a position in iShares Global Energy ETF in Q4 2019 and has held it in 23 quarters since.
  • Money Design's iShares Global Energy ETF position peaked at $30M in Q3 2021.
  • 290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.