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	Sell	108 -6,880	-98%	-$430K	﹤0.01%	534
2021 Q4	$108	Buy	+6,988	New	+$432K	﹤0.01%	780
2021 Q2	$6K	Buy	+108	New	+$6.69K	﹤0.01%	773

Other funds holding JXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return