Rockefeller Capital Management
IXC icon

Rockefeller Capital Management’s iShares Global Energy ETF IXC Stock Holding History

Rockefeller Capital Management’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 		$498K Buy
8,643
+2,123
+33% +$106K ﹤0.01% 1979
2025
Q4 		$273K Buy
6,520
+435
+7% +$18.3K ﹤0.01% 2203
2025
Q3 		$254K Buy
+6,085
New +$248K ﹤0.01% 2107
2024
Q2 		– Sell
-25,059
Closed -$1.08M – 1685
2024
Q1 		$1.08M Buy
25,059
+1,700
+7% +$67.3K ﹤0.01% 1234
2023
Q4 		$914K Buy
+23,359
New +$929K ﹤0.01% 1172
2023
Q1 		– Sell
-3,664
Closed -$142K – 2949
2022
Q4 		$142K Buy
3,664
+53
+1% +$2.08K ﹤0.01% 1835
2022
Q3 		$120K Buy
3,611
+913
+34% +$32K ﹤0.01% 1891
2022
Q2 		$91K Buy
2,698
+472
+21% +$17.7K ﹤0.01% 1997
2022
Q1 		$80K Hold
2,226
– – ﹤0.01% 2084
2021
Q4 		$61K Sell
2,226
-314
-12% -$8.9K ﹤0.01% 2116
2021
Q3 		$68K Sell
2,540
-782
-24% -$19.6K ﹤0.01% 2005
2021
Q2 		$88K Buy
3,322
+222
+7% +$5.77K ﹤0.01% 1849
2021
Q1 		$76K Hold
3,100
– – ﹤0.01% 1725
2020
Q4 		$62K Sell
3,100
-3,181
-51% -$59.4K ﹤0.01% 1608
2020
Q3 		$103K Hold
6,281
– – ﹤0.01% 1243
2020
Q2 		$123K Buy
6,281
+1,150
+22% +$22.4K ﹤0.01% 1100
2020
Q1 		$87K Buy
5,131
+1,950
+61% +$48.7K ﹤0.01% 1060
2019
Q4 		$98K Sell
3,181
-32,592
-91% -$999K ﹤0.01% 976
2019
Q3 		$1.09M Buy
+35,773
New +$1.1M 0.01% 377

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B 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

Rockefeller Capital Management's IXC Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares Global Energy ETF (IXC) stake by 33% in Q1 2026, buying an estimated $106K and bringing the position to 8,643 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Rockefeller Capital Management first reported a position in IXC in Q3 2019 and has held it in 19 quarters since. The position peaked at $1.09M in Q3 2019. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Rockefeller Capital Management held 8,643 shares of iShares Global Energy ETF worth $498K as of Q1 2026.
  • Rockefeller Capital Management bought 2,123 iShares Global Energy ETF shares in Q1 2026, an estimated $106K.
  • iShares Global Energy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1979 holding.
  • Rockefeller Capital Management first reported a position in iShares Global Energy ETF in Q3 2019 and has held it in 19 quarters since.
  • Rockefeller Capital Management's iShares Global Energy ETF position peaked at $1.09M in Q3 2019.
  • 342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.