Commonwealth Equity Services
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Commonwealth Equity Services’s iShares Global Utilities ETF JXI Stock Holding History

Commonwealth Equity Services’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
Q2 		$245K Sell
2,881
-4,656
-62% -$399K ﹤0.01% 3956
2026
Q1 		$651K Sell
7,537
-1,805
-19% -$151K ﹤0.01% 2979
2025
Q4 		$735K Buy
9,342
+307
+3% +$24.5K ﹤0.01% 2840
2025
Q3 		$702K Buy
9,035
+78
+0.9% +$5.87K ﹤0.01% 2897
2025
Q2 		$661K Buy
8,957
+10
+0.1% +$714 ﹤0.01% 2925
2025
Q1 		$618K Buy
8,947
+229
+3% +$15.2K ﹤0.01% 2865
2024
Q4 		$559K Buy
8,718
+273
+3% +$18.6K ﹤0.01% 2876
2024
Q3 		$597K Sell
8,445
-195
-2% -$12.7K ﹤0.01% 2751
2024
Q2 		$517K Sell
8,640
-129
-1% -$7.87K ﹤0.01% 2804
2024
Q1 		$518K Sell
8,769
-14,155
-62% -$804K ﹤0.01% 2793
2023
Q4 		$1.34M Buy
22,924
+13,424
+141% +$755K ﹤0.01% 1966
2023
Q3 		$513K Buy
9,500
+924
+11% +$53.9K ﹤0.01% 2563
2023
Q2 		$513K Sell
8,576
-1,268
-13% -$77.2K ﹤0.01% 2603
2023
Q1 		$595 Buy
9,844
+261
+3% +$15.5K ﹤0.01% 2398
2022
Q4 		$576K Buy
9,583
+65
+0.7% +$3.77K ﹤0.01% 2353
2022
Q3 		$521K Sell
9,518
-550
-5% -$34K ﹤0.01% 2376
2022
Q2 		$605K Sell
10,068
-293
-3% -$18.6K ﹤0.01% 2270
2022
Q1 		$682K Sell
10,361
-80
-0.8% -$5K ﹤0.01% 2286
2021
Q4 		$675K Sell
10,441
-104
-1% -$6.43K ﹤0.01% 2284
2021
Q3 		$620K Buy
10,545
+200
+2% +$12.4K ﹤0.01% 2305
2021
Q2 		$614K Buy
10,345
+290
+3% +$18K ﹤0.01% 2307
2021
Q1 		$608K Sell
10,055
-438
-4% -$25.9K ﹤0.01% 2168
2020
Q4 		$630K Buy
10,493
+46
+0.4% +$2.74K ﹤0.01% 1985
2020
Q3 		$586K Hold
10,447
– – ﹤0.01% 1854
2020
Q2 		$556K Sell
10,447
-475
-4% -$25K ﹤0.01% 1801
2020
Q1 		$553K Sell
10,922
-149
-1% -$8.64K ﹤0.01% 1631
2019
Q4 		$650K Sell
11,071
-813
-7% -$46.9K ﹤0.01% 1706
2019
Q3 		$693K Hold
11,884
– – ﹤0.01% 1592
2019
Q2 		$648K Buy
11,884
+498
+4% +$27K ﹤0.01% 1624
2019
Q1 		$615K Sell
11,386
-159
-1% -$8.26K ﹤0.01% 1608
2018
Q4 		$566K Buy
11,545
+218
+2% +$10.9K ﹤0.01% 1561
2018
Q3 		$557K Sell
11,327
-76
-0.7% -$3.78K ﹤0.01% 1718
2018
Q2 		$558K Buy
11,403
+301
+3% +$14.7K ﹤0.01% 1673
2018
Q1 		$544K Buy
11,102
+67
+0.6% +$3.21K ﹤0.01% 1662
2017
Q4 		$547K Buy
11,035
+264
+2% +$13.6K ﹤0.01% 1626
2017
Q3 		$546K Sell
10,771
-1,177
-10% -$59.9K ﹤0.01% 1551
2017
Q2 		$586K Buy
11,948
+2,758
+30% +$137K ﹤0.01% 1462
2017
Q1 		$443K Buy
9,190
+1,497
+19% +$69K ﹤0.01% 1576
2016
Q4 		$344K Sell
7,693
-180
-2% -$8.13K ﹤0.01% 1678
2016
Q3 		$374K Sell
7,873
-122
-2% -$5.9K ﹤0.01% 1561
2016
Q2 		$394K Sell
7,995
-783
-9% -$37.4K ﹤0.01% 1502
2016
Q1 		$422K Sell
8,778
-242
-3% -$10.9K ﹤0.01% 1417
2015
Q4 		$397K Buy
9,020
+453
+5% +$20.3K ﹤0.01% 1421
2015
Q3 		$379K Sell
8,567
-265
-3% -$11.9K ﹤0.01% 1402
2015
Q2 		$392K Buy
8,832
+87
+1% +$4.1K ﹤0.01% 1479
2015
Q1 		$406K Sell
8,745
-50
-0.6% -$2.39K ﹤0.01% 1447
2014
Q4 		$432K Buy
8,795
+45
+0.5% +$2.2K ﹤0.01% 1361
2014
Q3 		$418K Buy
8,750
+18
+0.2% +$875 0.01% 1362
2014
Q2 		$439K Sell
8,732
-295
-3% -$14.5K 0.01% 1319
2014
Q1 		$433K Sell
9,027
-1,100
-11% -$49.9K 0.01% 1256
2013
Q4 		$447K Sell
10,127
-203
-2% -$9.05K 0.01% 1195
2013
Q3 		$453K Sell
10,330
-188
-2% -$8.13K 0.01% 1138
2013
Q2 		$442K Buy
+10,518
New +$467K 0.01% 1085

Other funds holding JXI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Commonwealth Equity Services's JXI Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares Global Utilities ETF (JXI) stake by 62% in Q2 2026, selling an estimated $399K and leaving 2,881 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #3956.

Commonwealth Equity Services first reported a position in JXI in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.34M in Q4 2023. 25 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Commonwealth Equity Services held 2,881 shares of iShares Global Utilities ETF worth $245K as of Q2 2026.
  • Commonwealth Equity Services sold 4,656 iShares Global Utilities ETF shares in Q2 2026, an estimated $399K.
  • iShares Global Utilities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3956 holding.
  • Commonwealth Equity Services first reported a position in iShares Global Utilities ETF in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's iShares Global Utilities ETF position peaked at $1.34M in Q4 2023.
  • 25 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.