Arax Advisory Partners’s iShares Global Utilities ETF JXI Stock Holding History

Arax Advisory Partners’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
2021 Q4	–	Sell	-320	Closed	-$19K	–	1168
2021 Q3	$19K	Hold	320	–	–	﹤0.01%	562
2021 Q2	$19K	Buy	+320	New	+$19.8K	﹤0.01%	585
2020 Q4	$19K	Hold	320	–	–	﹤0.01%	509
2020 Q3	$18K	Hold	320	–	–	﹤0.01%	482
2020 Q2	$17K	Hold	320	–	–	﹤0.01%	489
2020 Q1	$16K	Hold	320	–	–	﹤0.01%	479
2019 Q4	$19K	Hold	320	–	–	0.01%	419
2019 Q3	$19K	Hold	320	–	–	0.01%	414
2019 Q2	$17K	Buy	+320	New	+$17.3K	0.01%	423
2018 Q4	$16K	Hold	320	–	–	0.01%	397
2018 Q3	$16K	Buy	+320	New	+$15.9K	0.01%	434

Other funds holding JXI

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arax Advisory Partners's JXI Position: Q4 2021 in Review

Arax Advisory Partners sold out of iShares Global Utilities ETF (JXI) in Q4 2021, closing a stake of 320 shares — an estimated $19K sold.

Arax Advisory Partners first reported a position in JXI in Q3 2018 and held it in 11 quarters. The position peaked at $19K in Q3 2021. 59 funds tracked by Wall St. Rank hold JXI as of Q4 2021.

Arax Advisory Partners reported no remaining iShares Global Utilities ETF position as of Q4 2021 after selling out during the quarter.
Arax Advisory Partners sold 320 iShares Global Utilities ETF shares in Q4 2021, an estimated $19K.
Arax Advisory Partners first reported a position in iShares Global Utilities ETF in Q3 2018 and held it in 11 quarters.
Arax Advisory Partners's iShares Global Utilities ETF position peaked at $19K in Q3 2021.
59 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2021.

Based on Arax Advisory Partners's 13F filing for Q4 2021, filed 8 Feb 2022.