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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Sell
5,472
-722
-12% -$53.3K ﹤0.01% 1156
2025
Q1
$428K Sell
6,194
-1,679
-21% -$116K ﹤0.01% 1132
2024
Q4
$505K Sell
7,873
-3,934
-33% -$252K ﹤0.01% 1061
2024
Q3
$835K Sell
11,807
-31,283
-73% -$2.21M ﹤0.01% 1224
2024
Q2
$2.58M Buy
+43,090
New +$2.58M 0.01% 595