Castleview Partners’s iShares Global Utilities ETF JXI Stock Holding History

Castleview Partners’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
2024 Q3	–	Sell	-108	Closed	-$6.47K	–	737
2024 Q2	$6.47K	Hold	108	–	–	﹤0.01%	593
2024 Q1	$6.38K	Hold	108	–	–	﹤0.01%	586
2023 Q4	$6.31K	Hold	108	–	–	﹤0.01%	556
2023 Q3	$5.83K	Hold	108	–	–	0.01%	470
2023 Q2	$6.46K	Hold	108	–	–	0.01%	480
2023 Q1	$6.53K	Hold	108	–	–	0.01%	467
2022 Q4	$6.5K	Hold	108	–	–	0.01%	422
2022 Q3	$6K	Buy	108 +35	+48%	+$2.17K	0.01%	438
2022 Q2	$7.02K	Sell	73 -35	-32%	-$2.22K	0.01%	499
2022 Q1	$7K	Buy	+108	New	+$6.75K	﹤0.01%	534
2021 Q2	$6K	Buy	+108	New	+$6.69K	﹤0.01%	773

Other funds holding JXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Castleview Partners's JXI Position: Q3 2024 in Review

Castleview Partners sold out of iShares Global Utilities ETF (JXI) in Q3 2024, closing a stake of 108 shares — an estimated $6.47K sold.

Castleview Partners first reported a position in JXI in Q2 2021 and held it in 11 quarters. The position peaked at $7.02K in Q2 2022. 54 funds tracked by Wall St. Rank hold JXI as of Q3 2024.

Castleview Partners reported no remaining iShares Global Utilities ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 108 iShares Global Utilities ETF shares in Q3 2024, an estimated $6.47K.
Castleview Partners first reported a position in iShares Global Utilities ETF in Q2 2021 and held it in 11 quarters.
Castleview Partners's iShares Global Utilities ETF position peaked at $7.02K in Q2 2022.
54 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.