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Estate Planners Group’s iShares Global Utilities ETF JXI Stock Holding History

Estate Planners Group’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 		– Sell
-191
Closed -$15K – 246
2025
Q4 		$15K Buy
+191
New +$15.2K 0.01% 239

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

Estate Planners Group's JXI Position: Q1 2026 in Review

Estate Planners Group sold out of iShares Global Utilities ETF (JXI) in Q1 2026, closing a stake of 191 shares — an estimated $15K sold.

Estate Planners Group first reported a position in JXI in Q4 2025 and held it in 1 quarter. The position peaked at $15K in Q4 2025. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Estate Planners Group reported no remaining iShares Global Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 191 iShares Global Utilities ETF shares in Q1 2026, an estimated $15K.
  • Estate Planners Group first reported a position in iShares Global Utilities ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares Global Utilities ETF position peaked at $15K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.