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Advisory Services Network’s iShares Global Utilities ETF JXI Stock Holding History

Advisory Services Network’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$342K Sell
3,963
-225
-5% -$18.9K ﹤0.01% 1501
2025
Q4 		$329K Sell
4,188
-80
-2% -$6.39K ﹤0.01% 1426
2025
Q3 		$331K Buy
4,268
+675
+19% +$50.8K ﹤0.01% 1405
2025
Q2 		$270K Sell
3,593
-403
-10% -$28.8K ﹤0.01% 1478
2025
Q1 		$276K Sell
3,996
-1,716
-30% -$114K 0.01% 1348
2024
Q4 		$366K Sell
5,712
-227
-4% -$15.4K 0.01% 1188
2024
Q3 		$356K Hold
5,939
– – 0.01% 1132
2024
Q2 		$356K Sell
5,939
-28
-0.5% -$1.71K 0.01% 1132
2024
Q1 		$352K Sell
5,967
-793
-12% -$45K 0.01% 1082
2023
Q4 		$395K Sell
6,760
-1,425
-17% -$80.1K 0.01% 997
2023
Q3 		$442K Buy
8,185
+165
+2% +$9.63K 0.01% 971
2023
Q2 		$479K Buy
8,020
+3
+0% +$183 0.01% 935
2023
Q1 		$485K Sell
8,017
-335
-4% -$19.9K 0.01% 920
2022
Q4 		$503K Sell
8,352
-93
-1% -$5.39K 0.02% 858
2022
Q3 		$462K Buy
8,445
+117
+1% +$7.24K 0.02% 840
2022
Q2 		$501K Buy
8,328
+3
+0% +$191 0.02% 825
2022
Q1 		$548K Sell
8,325
-13
-0.2% -$813 0.02% 870
2021
Q4 		$540K Buy
8,338
+202
+2% +$12.5K 0.02% 861
2021
Q3 		$479K Buy
8,136
+127
+2% +$7.87K 0.02% 894
2021
Q2 		$476K Sell
8,009
-157
-2% -$9.72K 0.02% 902
2021
Q1 		$494K Sell
8,166
-394
-5% -$23.3K 0.02% 842
2020
Q4 		$514K Sell
8,560
-204
-2% -$12.1K 0.02% 725
2020
Q3 		$492K Sell
8,764
-324
-4% -$18.2K 0.02% 634
2020
Q2 		$484K Sell
9,088
-857
-9% -$45.2K 0.03% 606
2020
Q1 		$504K Buy
9,945
+75
+0.8% +$4.35K 0.03% 517
2019
Q4 		$580K Buy
9,870
+2,206
+29% +$127K 0.03% 583
2019
Q3 		$418K Hold
7,664
– – 0.03% 605
2019
Q2 		$418K Buy
7,664
+466
+6% +$25.2K 0.03% 603
2019
Q1 		$389K Buy
+7,198
New +$374K 0.03% 582

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisory Services Network's JXI Position: Q1 2026 in Review

Advisory Services Network reduced its iShares Global Utilities ETF (JXI) stake by 5.4% in Q1 2026, selling an estimated $18.9K and leaving 3,963 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Advisory Services Network first reported a position in JXI in Q1 2019 and has held it in 29 quarters since. The position peaked at $580K in Q4 2019. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Advisory Services Network held 3,963 shares of iShares Global Utilities ETF worth $342K as of Q1 2026.
  • Advisory Services Network sold 225 iShares Global Utilities ETF shares in Q1 2026, an estimated $18.9K.
  • iShares Global Utilities ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1501 holding.
  • Advisory Services Network first reported a position in iShares Global Utilities ETF in Q1 2019 and has held it in 29 quarters since.
  • Advisory Services Network's iShares Global Utilities ETF position peaked at $580K in Q4 2019.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.