Global Financial Private Client’s iShares Global Utilities ETF JXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-109
Closed -$6.37K 712
2023
Q4
$6.37K Hold
109
﹤0.01% 496
2023
Q3
$5.64K Hold
109
﹤0.01% 493
2023
Q2
$6.56K Hold
109
﹤0.01% 477
2023
Q1
$6.57K Hold
109
﹤0.01% 486
2022
Q4
$6.56K Hold
109
﹤0.01% 467
2022
Q3
$6.15K Hold
109
﹤0.01% 450
2022
Q2
$6.71K Hold
109
﹤0.01% 436
2022
Q1
$7.24K Hold
109
﹤0.01% 440
2021
Q4
$7.05K Hold
109
﹤0.01% 425
2021
Q3
$6.44K Hold
109
﹤0.01% 381
2021
Q2
$6.53K Hold
109
﹤0.01% 391
2021
Q1
$6.61K Hold
109
﹤0.01% 340
2020
Q4
$6.55K Hold
109
0.01% 334
2020
Q3
$6.19K Sell
109
-321
-75% -$18K 0.01% 329
2020
Q2
$23.3K Sell
430
-1,296
-75% -$68.3K 0.02% 281
2020
Q1
$82.4K Hold
1,726
0.09% 163
2019
Q4
$101K Buy
+1,726
New +$99.5K 0.08% 164

Other funds holding JXI

Global Financial Private Client's JXI Position: Q1 2024 in Review

Global Financial Private Client sold out of iShares Global Utilities ETF (JXI) in Q1 2024, closing a stake of 109 shares — an estimated $6.37K sold.

Global Financial Private Client first reported a position in JXI in Q4 2019 and held it in 17 quarters. The position peaked at $101K in Q4 2019. 52 funds tracked by Wall St. Rank hold JXI as of Q1 2024.

  • Global Financial Private Client reported no remaining iShares Global Utilities ETF position as of Q1 2024 after selling out during the quarter.
  • Global Financial Private Client sold 109 iShares Global Utilities ETF shares in Q1 2024, an estimated $6.37K.
  • Global Financial Private Client first reported a position in iShares Global Utilities ETF in Q4 2019 and held it in 17 quarters.
  • Global Financial Private Client's iShares Global Utilities ETF position peaked at $101K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2024.

Based on Global Financial Private Client's 13F filing for Q1 2024, filed 16 May 2024.