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Financial & Tax Architects’s iShares Global Utilities ETF JXI Stock Holding History

Financial & Tax Architects’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
-5,150
Closed -$405K – 116
2025
Q4 		$405K Buy
+5,150
New +$411K 0.09% 87
2022
Q4 		– Sell
-6,327
Closed -$346K – 89
2022
Q3 		$346K Sell
6,327
-6,262
-50% -$387K 0.13% 56
2022
Q2 		$757K Buy
+12,589
New +$800K 0.29% 52

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 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 $369B AUM 28.27% 1-Year Est. Return
NAM
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

Financial & Tax Architects's JXI Position: Q1 2026 in Review

Financial & Tax Architects sold out of iShares Global Utilities ETF (JXI) in Q1 2026, closing a stake of 5,150 shares — an estimated $405K sold.

Financial & Tax Architects first reported a position in JXI in Q2 2022 and held it in 3 quarters. The position peaked at $757K in Q2 2022. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Financial & Tax Architects reported no remaining iShares Global Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Financial & Tax Architects sold 5,150 iShares Global Utilities ETF shares in Q1 2026, an estimated $405K.
  • Financial & Tax Architects first reported a position in iShares Global Utilities ETF in Q2 2022 and held it in 3 quarters.
  • Financial & Tax Architects's iShares Global Utilities ETF position peaked at $757K in Q2 2022.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.