Equitable Holdings
JXI icon

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
Q2 		$805K Sell
9,479
-124
-1% -$10.6K ﹤0.01% 1089
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

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
Federation des caisses Desjardins du Quebec
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
NTV Asset Management
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
HRT Financial
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

Equitable Holdings's JXI Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Global Utilities ETF (JXI) stake by 1.3% in Q2 2026, selling an estimated $10.6K and leaving 9,479 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Equitable Holdings first reported a position in JXI in Q2 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Equitable Holdings held 9,479 shares of iShares Global Utilities ETF worth $805K as of Q2 2026.
  • Equitable Holdings sold 124 iShares Global Utilities ETF shares in Q2 2026, an estimated $10.6K.
  • iShares Global Utilities ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1089 holding.
  • Equitable Holdings first reported a position in iShares Global Utilities ETF in Q2 2025 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.