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Eagle Strategies’s iShares Global Utilities ETF JXI Stock Holding History

Eagle Strategies’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 		$465K Buy
5,469
+99
+2% +$8.48K 0.05% 195
2026
Q1 		$464K Buy
5,370
+128
+2% +$10.7K 0.06% 187
2025
Q4 		$412K Hold
5,242
– – 0.05% 182
2025
Q3 		$407K Buy
+5,242
New +$394K 0.05% 177

Other funds holding JXI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Eagle Strategies's JXI Position: Q2 2026 in Review

Eagle Strategies increased its iShares Global Utilities ETF (JXI) stake by 1.8% in Q2 2026, buying an estimated $8.48K and bringing the position to 5,469 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #195.

Eagle Strategies first reported a position in JXI in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Eagle Strategies held 5,469 shares of iShares Global Utilities ETF worth $465K as of Q2 2026.
  • Eagle Strategies bought 99 iShares Global Utilities ETF shares in Q2 2026, an estimated $8.48K.
  • iShares Global Utilities ETF made up 0.05% of Eagle Strategies's portfolio in Q2 2026, its #195 holding.
  • Eagle Strategies first reported a position in iShares Global Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.