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

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