Creative Financial Designs’s iShares Global Utilities ETF JXI Stock Holding History

Creative Financial Designs’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
2020 Q1	–	Sell	-50	Closed	-$3K	–	546
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	493
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	524
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	490
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	478
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	517
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	645
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	656
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	607
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	607
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	585
2017 Q2	$2K	Hold	50	–	–	﹤0.01%	641
2017 Q1	$2K	Hold	50	–	–	﹤0.01%	603
2016 Q4	$2K	Buy	+50	New	+$2.26K	﹤0.01%	593

Other funds holding JXI

Susquehanna International Group

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

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

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

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

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return