Envestnet Asset Management
JXI icon

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

Envestnet 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 		$668K Buy
7,741
+740
+11% +$62.1K ﹤0.01% 3725
2025
Q4 		$551K Sell
7,001
-253
-3% -$20.2K ﹤0.01% 3640
2025
Q3 		$563K Buy
7,254
+131
+2% +$9.85K ﹤0.01% 3681
2025
Q2 		$525K Buy
7,123
+358
+5% +$25.6K ﹤0.01% 3652
2025
Q1 		$467K Sell
6,765
-64
-0.9% -$4.25K ﹤0.01% 3667
2024
Q4 		$438K Buy
6,829
+240
+4% +$16.3K ﹤0.01% 3654
2024
Q3 		$466K Buy
6,589
+39
+0.6% +$2.54K ﹤0.01% 3572
2024
Q2 		$392K Buy
6,550
+376
+6% +$22.9K ﹤0.01% 3579
2024
Q1 		$365K Buy
6,174
+2,255
+58% +$128K ﹤0.01% 3620
2023
Q4 		$229K Sell
3,919
-366
-9% -$20.6K ﹤0.01% 3758
2023
Q3 		$231K Sell
4,285
-1,440
-25% -$84K ﹤0.01% 3665
2023
Q2 		$342K Sell
5,725
-164
-3% -$9.99K ﹤0.01% 3419
2023
Q1 		$356K Sell
5,889
-322
-5% -$19.1K ﹤0.01% 3360
2022
Q4 		$374K Buy
6,211
+159
+3% +$9.22K ﹤0.01% 3280
2022
Q3 		$331K Sell
6,052
-901
-13% -$55.7K ﹤0.01% 3280
2022
Q2 		$418K Buy
6,953
+820
+13% +$52.1K ﹤0.01% 3160
2022
Q1 		$404K Buy
6,133
+61
+1% +$3.81K ﹤0.01% 3251
2021
Q4 		$393K Buy
6,072
+563
+10% +$34.8K ﹤0.01% 3226
2021
Q3 		$324K Sell
5,509
-313
-5% -$19.4K ﹤0.01% 3250
2021
Q2 		$346K Buy
5,822
+687
+13% +$42.5K ﹤0.01% 3205
2021
Q1 		$311K Sell
5,135
-754
-13% -$44.7K ﹤0.01% 3117
2020
Q4 		$354K Sell
5,889
-632
-10% -$37.6K ﹤0.01% 2843
2020
Q3 		$366K Sell
6,521
-114
-2% -$6.39K ﹤0.01% 2639
2020
Q2 		$354K Sell
6,635
-6,404
-49% -$338K ﹤0.01% 2603
2020
Q1 		$660K Sell
13,039
-1,451
-10% -$84.1K ﹤0.01% 2059
2019
Q4 		$851K Sell
14,490
-2,698
-16% -$156K ﹤0.01% 2129
2019
Q3 		$1M Sell
17,188
-3,039
-15% -$169K ﹤0.01% 1942
2019
Q2 		$1.1M Sell
20,227
-83,184
-80% -$4.5M ﹤0.01% 1876
2019
Q1 		$5.59M Buy
103,411
+82,913
+404% +$4.31M 0.01% 938
2018
Q4 		$1.01M Buy
20,498
+317
+2% +$15.9K ﹤0.01% 1748
2018
Q3 		$994K Buy
+20,181
New +$1M ﹤0.01% 740
2017
Q2 		– Sell
-12,825
Closed -$619K – 3088
2017
Q1 		$619K Buy
+12,825
New +$591K ﹤0.01% 1419
2016
Q4 		– Sell
-12,294
Closed -$584K – 3213
2016
Q3 		$584K Sell
12,294
-6,701
-35% -$324K ﹤0.01% 1488
2016
Q2 		$937K Buy
18,995
+3,260
+21% +$156K ﹤0.01% 1358
2016
Q1 		$756K Buy
15,735
+1,484
+10% +$67.1K ﹤0.01% 1452
2015
Q4 		$627K Buy
+14,251
New +$640K ﹤0.01% 1503
2015
Q2 		– Sell
-5,495
Closed -$255K – 2236
2015
Q1 		$255K Buy
5,495
+5,432
+8,622% +$260K ﹤0.01% 1853
2014
Q4 		$3K Sell
63
-644
-91% -$31.5K ﹤0.01% 2251
2014
Q3 		$34K Buy
707
+355
+101% +$17.3K ﹤0.01% 1667
2014
Q2 		$18K Hold
352
– – ﹤0.01% 1800
2014
Q1 		$17K Sell
352
-268
-43% -$12.2K ﹤0.01% 1707
2013
Q4 		$27K Buy
+620
New +$27.6K ﹤0.01% 1418

Other funds holding JXI

Morgan Stanley
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Envestnet Asset Management increased its iShares Global Utilities ETF (JXI) stake by 11% in Q1 2026, buying an estimated $62.1K and bringing the position to 7,741 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #3725.

Envestnet Asset Management first reported a position in JXI in Q4 2013 and has held it in 42 quarters since. The position peaked at $5.59M in Q1 2019. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Envestnet Asset Management held 7,741 shares of iShares Global Utilities ETF worth $668K as of Q1 2026.
  • Envestnet Asset Management bought 740 iShares Global Utilities ETF shares in Q1 2026, an estimated $62.1K.
  • iShares Global Utilities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3725 holding.
  • Envestnet Asset Management first reported a position in iShares Global Utilities ETF in Q4 2013 and has held it in 42 quarters since.
  • Envestnet Asset Management's iShares Global Utilities ETF position peaked at $5.59M in Q1 2019.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.