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Cambria Investment Management’s iShares Global Utilities ETF JXI Stock Holding History

Cambria Investment 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
2026
Q1 		$11.2M Buy
129,313
+13,067
+11% +$1.1M 0.62% 15
2025
Q4 		$9.14M Sell
116,246
-1,106
-0.9% -$88.3K 0.53% 38
2025
Q3 		$9.11M Sell
117,352
-1,797
-2% -$135K 0.55% 73
2025
Q2 		$8.79M Sell
119,149
-7,408
-6% -$529K 0.59% 72
2025
Q1 		$8.74M Buy
126,557
+809
+0.6% +$53.8K 0.61% 86
2024
Q4 		$8.07M Buy
+125,748
New +$8.55M 0.49% 110
2022
Q3 		– Sell
-119,630
Closed -$7.19M – 265
2022
Q2 		$7.19M Buy
+119,630
New +$7.6M 0.93% 21
2020
Q2 		– Sell
-109,233
Closed -$5.53M – 185
2020
Q1 		$5.53M Sell
109,233
-9,581
-8% -$555K 2.07% 19
2019
Q4 		$6.98M Buy
118,814
+1,162
+1% +$67K 1.84% 19
2019
Q3 		$6.87M Sell
117,652
-7,590
-6% -$423K 1.03% 24
2019
Q2 		$6.84M Sell
125,242
-448
-0.4% -$24.3K 1.05% 24
2019
Q1 		$6.79M Buy
125,690
+1,428
+1% +$74.2K 1.05% 20
2018
Q4 		$6.1M Buy
+124,262
New +$6.22M 1.03% 21
2018
Q1 		– Sell
-88,842
Closed -$4.4M – 273
2017
Q4 		$4.4M Buy
88,842
+8,202
+10% +$423K 0.61% 75
2017
Q3 		$4.09M Buy
80,640
+4,101
+5% +$209K 0.63% 74
2017
Q2 		$3.75M Buy
+76,539
New +$3.79M 0.81% 42
2016
Q3 		– Sell
-23,971
Closed -$1.18M – 174
2016
Q2 		$1.18M Buy
+23,971
New +$1.15M 0.55% 94
2015
Q1 		– Sell
-28,310
Closed -$1.39M – 268
2014
Q4 		$1.39M Buy
+28,310
New +$1.39M 0.5% 108

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Cambria Investment Management's JXI Position: Q1 2026 in Review

Cambria Investment Management increased its iShares Global Utilities ETF (JXI) stake by 11% in Q1 2026, buying an estimated $1.1M and bringing the position to 129,313 shares worth $11.2M. The position accounts for 0.62% of the portfolio, ranked #15.

Cambria Investment Management first reported a position in JXI in Q4 2014 and has held it in 18 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Cambria Investment Management held 129,313 shares of iShares Global Utilities ETF worth $11.2M as of Q1 2026.
  • Cambria Investment Management bought 13,067 iShares Global Utilities ETF shares in Q1 2026, an estimated $1.1M.
  • iShares Global Utilities ETF made up 0.62% of Cambria Investment Management's portfolio in Q1 2026, its #15 holding.
  • Cambria Investment Management first reported a position in iShares Global Utilities ETF in Q4 2014 and has held it in 18 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.