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Equitable Holdings’s iShares Global Utilities ETF JXI Stock Holding History

Equitable Holdings’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 		$755K Buy
9,603
+47
+0.5% +$3.94K ﹤0.01% 1082
2025
Q4 		$752K Buy
9,556
+3,048
+47% +$243K 0.01% 960
2025
Q3 		$505K Buy
6,508
+1,270
+24% +$95.5K ﹤0.01% 1069
2025
Q2 		$386K Buy
+5,238
New +$374K ﹤0.01% 1097

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

Equitable Holdings's JXI Position: Q1 2026 in Review

Equitable Holdings increased its iShares Global Utilities ETF (JXI) stake by 0.49% in Q1 2026, buying an estimated $3.94K and bringing the position to 9,603 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Equitable Holdings first reported a position in JXI in Q2 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Equitable Holdings held 9,603 shares of iShares Global Utilities ETF worth $755K as of Q1 2026.
  • Equitable Holdings bought 47 iShares Global Utilities ETF shares in Q1 2026, an estimated $3.94K.
  • iShares Global Utilities ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1082 holding.
  • Equitable Holdings first reported a position in iShares Global Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.