Blue Trust Inc’s iShares Global Utilities ETF JXI Stock Holding History

Blue Trust Inc’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 Q3	$61.2K	Buy	+796	New	+$65.6K	﹤0.01%	1146

Other funds holding JXI

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc's JXI Position: Q3 2026 in Review

Blue Trust Inc opened a new position in iShares Global Utilities ETF (JXI) in Q3 2026: 796 shares worth $61.2K. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings.

9 funds tracked by Wall St. Rank hold JXI as of Q3 2026.

Blue Trust Inc held 796 shares of iShares Global Utilities ETF worth $61.2K as of Q3 2026.
iShares Global Utilities ETF was a new Blue Trust Inc position in Q3 2026.
iShares Global Utilities ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1146 holding.
9 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.