Carson Wealth (CWM LLC)’s iShares Global Utilities ETF JXI Stock Holding History

Carson Wealth (CWM LLC)’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	$27.2K	Hold	315	–	–	﹤0.01%	4234
2025 Q4	$25K	Hold	315	–	–	﹤0.01%	4043
2025 Q3	$25K	Hold	315	–	–	﹤0.01%	3988
2025 Q2	$23K	Hold	315	–	–	﹤0.01%	3824
2025 Q1	$22K	Hold	315	–	–	﹤0.01%	3605
2024 Q4	$20K	Buy	315 +4	+1%	+$272	﹤0.01%	3434
2024 Q3	$22K	Hold	311	–	–	﹤0.01%	3298
2024 Q2	$19K	Buy	311 +5	+2%	+$305	﹤0.01%	3147
2024 Q1	$18K	Hold	306	–	–	﹤0.01%	2971
2023 Q4	$18K	Buy	306 +6	+2%	+$337	﹤0.01%	2837
2023 Q3	$16K	Hold	300	–	–	﹤0.01%	2834
2023 Q2	$18K	Hold	300	–	–	﹤0.01%	2713
2023 Q1	$18K	Hold	300	–	–	﹤0.01%	2576
2022 Q4	$18K	Hold	300	–	–	﹤0.01%	2448
2022 Q3	$16K	Hold	300	–	–	﹤0.01%	2381
2022 Q2	$18K	Hold	300	–	–	﹤0.01%	2189
2022 Q1	$20K	Hold	300	–	–	﹤0.01%	2085
2021 Q4	$19K	Buy	+300	New	+$18.5K	﹤0.01%	2022
2021 Q2	$18K	Hold	300	–	–	﹤0.01%	1838
2021 Q1	$18K	Hold	300	–	–	﹤0.01%	1837
2020 Q4	$18K	Hold	300	–	–	﹤0.01%	1836
2020 Q3	$18K	Hold	300	–	–	﹤0.01%	1836
2020 Q2	$18K	Hold	300	–	–	﹤0.01%	1836
2020 Q1	$18K	Hold	300	–	–	﹤0.01%	1835
2019 Q4	$18K	Hold	300	–	–	﹤0.01%	1835
2019 Q3	$18K	Hold	300	–	–	﹤0.01%	1835
2019 Q2	$18K	Hold	300	–	–	﹤0.01%	1835
2019 Q1	$18K	Buy	+300	New	+$15.6K	﹤0.01%	1835

Other funds holding JXI

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

CIM

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

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

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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JXI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares Global Utilities ETF (JXI) position steady in Q1 2026 at 315 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4234.

Carson Wealth (CWM LLC) first reported a position in JXI in Q1 2019 and has held it in 28 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

Carson Wealth (CWM LLC) held 315 shares of iShares Global Utilities ETF worth $27.2K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares Global Utilities ETF share count unchanged in Q1 2026.
iShares Global Utilities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4234 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Global Utilities ETF in Q1 2019 and has held it in 28 quarters since.
78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.