Baird Financial Group
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Baird Financial Group’s iShares Global Utilities ETF JXI Stock Holding History

Baird Financial Group’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
2023
Q4 		– Sell
-19,369
Closed -$1.05M – 1761
2023
Q3 		$1.05M Sell
19,369
-227
-1% -$13.2K ﹤0.01% 1100
2023
Q2 		$1.17M Buy
+19,596
New +$1.19M ﹤0.01% 1071

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group's JXI Position: Q4 2023 in Review

Baird Financial Group sold out of iShares Global Utilities ETF (JXI) in Q4 2023, closing a stake of 19,369 shares — an estimated $1.05M sold.

Baird Financial Group first reported a position in JXI in Q2 2023 and held it in 2 quarters. The position peaked at $1.17M in Q2 2023. 56 funds tracked by Wall St. Rank hold JXI as of Q4 2023.

  • Baird Financial Group reported no remaining iShares Global Utilities ETF position as of Q4 2023 after selling out during the quarter.
  • Baird Financial Group sold 19,369 iShares Global Utilities ETF shares in Q4 2023, an estimated $1.05M.
  • Baird Financial Group first reported a position in iShares Global Utilities ETF in Q2 2023 and held it in 2 quarters.
  • Baird Financial Group's iShares Global Utilities ETF position peaked at $1.17M in Q2 2023.
  • 56 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2023.

Based on Baird Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.