Flagship Harbor Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Flagship Harbor Advisors’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	-850	Closed	-$66.9K	–	1504
2025 Q4	$66.9K	Buy	+850	New	+$67.9K	﹤0.01%	990
2020 Q2	–	Sell	-203	Closed	-$10K	–	2088
2020 Q1	$10K	Hold	203	–	–	﹤0.01%	1233
2019 Q4	$12K	Buy	203 +4	+2%	+$231	﹤0.01%	1277
2019 Q3	$11K	Hold	199	–	–	﹤0.01%	1258
2019 Q2	$10K	Buy	199 +3	+2%	+$162	﹤0.01%	1297
2019 Q1	$10K	Sell	196 -103	-34%	-$5.35K	﹤0.01%	1296
2018 Q4	$14K	Buy	299 +106	+55%	+$5.31K	﹤0.01%	1131
2018 Q3	$9K	Hold	193	–	–	﹤0.01%	1474
2018 Q2	$9K	Buy	+193	New	+$9.41K	﹤0.01%	1420

Other funds holding JXI

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Flagship Harbor Advisors's JXI Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares Global Utilities ETF (JXI) in Q1 2026, closing a stake of 850 shares — an estimated $66.9K sold.

Flagship Harbor Advisors first reported a position in JXI in Q2 2018 and held it in 9 quarters. The position peaked at $66.9K in Q4 2025. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares Global Utilities ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 850 iShares Global Utilities ETF shares in Q1 2026, an estimated $66.9K.
Flagship Harbor Advisors first reported a position in iShares Global Utilities ETF in Q2 2018 and held it in 9 quarters.
Flagship Harbor Advisors's iShares Global Utilities ETF position peaked at $66.9K in Q4 2025.
78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.