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Cumberland Partners’s iShares Global Utilities ETF JXI Stock Holding History

Cumberland Partners’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 		$1.26M Buy
14,838
+225
+2% +$19.3K 0.08% 114
2026
Q1 		$1.26M Buy
+14,613
New +$1.23M 0.1% 113

Other funds holding JXI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cumberland Partners's JXI Position: Q2 2026 in Review

Cumberland Partners increased its iShares Global Utilities ETF (JXI) stake by 1.5% in Q2 2026, buying an estimated $19.3K and bringing the position to 14,838 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #114.

Cumberland Partners first reported a position in JXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.26M in Q1 2026. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Cumberland Partners held 14,838 shares of iShares Global Utilities ETF worth $1.26M as of Q2 2026.
  • Cumberland Partners bought 225 iShares Global Utilities ETF shares in Q2 2026, an estimated $19.3K.
  • iShares Global Utilities ETF made up 0.08% of Cumberland Partners's portfolio in Q2 2026, its #114 holding.
  • Cumberland Partners first reported a position in iShares Global Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • Cumberland Partners's iShares Global Utilities ETF position peaked at $1.26M in Q1 2026.
  • 80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.