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

Global Financial Private Client’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
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

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

KAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.