Atticus Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

Atticus Wealth Management’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
2025 Q1	–	Sell	-1,000	Closed	-$64.2K	–	530
2024 Q4	$64.2K	Hold	1,000	–	–	0.02%	219
2024 Q3	$70.7K	Hold	1,000	–	–	0.02%	208
2024 Q2	$59.9K	Hold	1,000	–	–	0.02%	219
2024 Q1	$59K	Hold	1,000	–	–	0.02%	227
2023 Q4	$58.5K	Hold	1,000	–	–	0.02%	230
2023 Q3	$54K	Hold	1,000	–	–	0.02%	237
2023 Q2	$59.8K	Hold	1,000	–	–	0.02%	245
2023 Q1	$60.4K	Hold	1,000	–	–	0.02%	232
2022 Q4	$60.2K	Hold	1,000	–	–	0.02%	231
2022 Q3	$60K	Hold	1,000	–	–	0.03%	216
2022 Q2	$60K	Hold	1,000	–	–	0.02%	236
2022 Q1	$66K	Hold	1,000	–	–	0.02%	224
2021 Q4	$65K	Hold	1,000	–	–	0.03%	199
2021 Q3	$59K	Hold	1,000	–	–	0.03%	216
2021 Q2	$59K	Hold	1,000	–	–	0.03%	213
2021 Q1	$61K	Hold	1,000	–	–	0.03%	197
2020 Q4	$60K	Hold	1,000	–	–	0.03%	193
2020 Q3	$56K	Sell	1,000 -1,000	-50%	-$56.1K	0.03%	169
2020 Q2	$107K	Buy	2,000 +1,000	+100%	+$52.7K	0.07%	124
2020 Q1	$51K	Sell	1,000 -1,670	-63%	-$96.8K	0.04%	168
2019 Q4	$157K	Buy	+2,670	New	+$154K	0.1%	100

Other funds holding JXI

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

AAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Atticus Wealth Management's JXI Position: Q1 2025 in Review

Atticus Wealth Management sold out of iShares Global Utilities ETF (JXI) in Q1 2025, closing a stake of 1,000 shares — an estimated $64.2K sold.

Atticus Wealth Management first reported a position in JXI in Q4 2019 and held it in 21 quarters. The position peaked at $157K in Q4 2019. 55 funds tracked by Wall St. Rank hold JXI as of Q1 2025.

Atticus Wealth Management reported no remaining iShares Global Utilities ETF position as of Q1 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,000 iShares Global Utilities ETF shares in Q1 2025, an estimated $64.2K.
Atticus Wealth Management first reported a position in iShares Global Utilities ETF in Q4 2019 and held it in 21 quarters.
Atticus Wealth Management's iShares Global Utilities ETF position peaked at $157K in Q4 2019.
55 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.