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

Cresset 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
2026 Q1	–	Sell	-3,886	Closed	-$306K	–	1727
2025 Q4	$306K	Sell	3,886 -305	-7%	-$24.3K	﹤0.01%	1289
2025 Q3	$325K	Sell	4,191 -1,282	-23%	-$96.4K	﹤0.01%	1205
2025 Q2	$404K	Sell	5,473 -721	-12%	-$51.5K	﹤0.01%	1009
2025 Q1	$428K	Sell	6,194 -1,679	-21%	-$112K	﹤0.01%	1147
2024 Q4	$505K	Sell	7,873 -3,934	-33%	-$267K	﹤0.01%	1078
2024 Q3	$835K	Sell	11,807 -31,283	-73%	-$2.04M	﹤0.01%	1251
2024 Q2	$2.58M	Buy	+43,090	New	+$2.63M	0.01%	615

Other funds holding JXI

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

CIM

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

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

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

KAS

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

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

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

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

Cresset Asset Management's JXI Position: Q1 2026 in Review

Cresset Asset Management sold out of iShares Global Utilities ETF (JXI) in Q1 2026, closing a stake of 3,886 shares — an estimated $306K sold.

Cresset Asset Management first reported a position in JXI in Q2 2024 and held it in 7 quarters. The position peaked at $2.58M in Q2 2024. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

Cresset Asset Management reported no remaining iShares Global Utilities ETF position as of Q1 2026 after selling out during the quarter.
Cresset Asset Management sold 3,886 iShares Global Utilities ETF shares in Q1 2026, an estimated $306K.
Cresset Asset Management first reported a position in iShares Global Utilities ETF in Q2 2024 and held it in 7 quarters.
Cresset Asset Management's iShares Global Utilities ETF position peaked at $2.58M in Q2 2024.
78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.