Money Design Co.,Ltd. IXC — ISHARES GLOBAL ENERGY ETF

Ownership history in Money Design Co.,Ltd.  ·  23 quarters on record

AI Ownership Summary

Money Design Co.,Ltd. reported ISHARES GLOBAL ENERGY ETF (IXC) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.73% in 2024 Q1. The latest visible filing shows IXC at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Money Design Co.,Ltd.'s position in ISHARES GLOBAL ENERGY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

IXC was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IXC stock page Money Design Co.,Ltd. fund profile Money Design Co.,Ltd. full holdings
How Money Design Co.,Ltd. held IXC — position size vs. price
% of Fund (quarterly)    IXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 306,833 +48,834 +18.9% 0.56% $12.1M 2025-08-14 (Est.) $39.32
2025 Q1 REDUCED 6.4% -5.0% ✅ 257,999 -17,504 -6.4% 0.54% $10.9M 2025-04-28 $36.77
2024 Q4 REDUCED 9.2% +10.2% ❌ 275,503 -27,963 -9.2% 0.53% $10.4M 2025-01-23 $39.14
2024 Q3 ADDED — — — 303,466 +14,582 +5.0% 0.61% $12.3M 2024-10-09 $39.67
2024 Q2 REDUCED 7.7% -2.5% ✅ 288,884 -24,160 -7.7% 0.65% $12.0M 2024-07-31 $39.73
2024 Q1 REDUCED — — — 313,044 -2,890 -0.9% 0.73% $13.4M 2024-04-26 $40.67
2023 Q4 ADDED — — — 315,934 +23,599 +8.1% 0.70% $12.4M 2024-01-29 $36.03
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IXC

As of 2026 Q1 — sorted by position size

Verger Capital Management LLC 3Y 7Y 9.59% NORTHLAND SECURITIES, INC. 3.96% MFA WEALTH ADVISORS, LLC 3Y 7Y 3.59% Advocate Investing Services LLC 3.08% Versant Capital Management, Inc 3Y 7Y 2.76% NKCFO LLC 3Y 7Y 1.97% CLIENT 1ST ADVISORY GROUP, LLC 3Y 1.87% Financial Advisory Corp 1.78% Van Cleef Asset Management,Inc 3Y 7Y 1.75% Strategic Wealth Investment Group, LLC 3Y 1.31%

FAQ About Money Design Co.,Ltd. and IXC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Money Design Co.,Ltd. reported owning IXC?

Money Design Co.,Ltd. reported IXC across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported IXC position in Money Design Co.,Ltd.'s portfolio?

The largest reported portfolio weight for IXC was 0.73% in 2024 Q1.

What is the latest reported IXC position on this page?

The most recent filing on this page is 2025 Q2, when Money Design Co.,Ltd. reported 306,833 shares, equal to 0.56% of portfolio, with an estimated market value of $12.1M.

What does the chart on this IXC ownership page compare?

The chart compares Money Design Co.,Ltd.'s quarterly IXC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Money Design Co.,Ltd. time their IXC position?

Based on 13F filing dates vs. subsequent IXC price moves, Money Design Co.,Ltd. correctly timed 12 out of 22 reported position changes (55%). The annualised alpha on IXC relative to SPY over the holding period was -4.3%.

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