Creekmur Asset Management’s iShares Global Utilities ETF JXI Stock Holding History

Creekmur Asset Management’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
2025 Q3	–	Hold	0	–	–	–	780
2025 Q2	–	Sell	-1	Closed	-$71	–	795
2025 Q1	$62	Hold	1	–	–	﹤0.01%	688
2024 Q4	$57	Hold	1	–	–	﹤0.01%	846
2024 Q3	$62	Sell	1 -1	-50%	-$65	﹤0.01%	929
2024 Q2	$100	Sell	2 -249	-99%	-$15.2K	﹤0.01%	949
2024 Q1	$14.8K	Sell	251 -964	-79%	-$54.7K	0.01%	423
2023 Q4	$71K	Buy	+1,215	New	+$68.3K	0.02%	253

Other funds holding JXI

CIM

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

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

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

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Creekmur Asset Management's JXI Position: Q3 2025 in Review

Creekmur Asset Management held its iShares Global Utilities ETF (JXI) position steady in Q3 2025 at 0 shares worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Creekmur Asset Management first reported a position in JXI in Q4 2023 and has held it in 6 quarters since. The position peaked at $71K in Q4 2023. 64 funds tracked by Wall St. Rank hold JXI as of Q3 2025.

Creekmur Asset Management held 0 shares of iShares Global Utilities ETF worth $22 as of Q3 2025.
Creekmur Asset Management left its iShares Global Utilities ETF share count unchanged in Q3 2025.
iShares Global Utilities ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #780 holding.
Creekmur Asset Management first reported a position in iShares Global Utilities ETF in Q4 2023 and has held it in 6 quarters since.
Creekmur Asset Management's iShares Global Utilities ETF position peaked at $71K in Q4 2023.
64 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.