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GLOBALT Investments’s iShares Global Utilities ETF JXI Stock Holding History

GLOBALT Investments’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 		$494K Sell
5,721
-32
-0.6% -$2.68K 0.02% 179
2025
Q4 		$452K Sell
5,753
-141
-2% -$11.3K 0.02% 176
2025
Q3 		$458K Sell
5,894
-340
-5% -$25.6K 0.02% 175
2025
Q2 		$460K Sell
6,234
-723
-10% -$51.6K 0.02% 179
2025
Q1 		$481K Sell
6,957
-742
-10% -$49.3K 0.02% 172
2024
Q4 		$494K Sell
7,699
-186
-2% -$12.6K 0.02% 179
2024
Q3 		$558K Sell
7,885
-211
-3% -$13.8K 0.02% 175
2024
Q2 		$485K Sell
8,096
-879
-10% -$53.6K 0.02% 178
2024
Q1 		$530K Sell
8,975
-555
-6% -$31.5K 0.02% 174
2023
Q4 		$557K Buy
+9,530
New +$536K 0.02% 172

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

GLOBALT Investments's JXI Position: Q1 2026 in Review

GLOBALT Investments reduced its iShares Global Utilities ETF (JXI) stake by 0.56% in Q1 2026, selling an estimated $2.68K and leaving 5,721 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #179.

GLOBALT Investments first reported a position in JXI in Q4 2023 and has held it in 10 quarters since. The position peaked at $558K in Q3 2024. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • GLOBALT Investments held 5,721 shares of iShares Global Utilities ETF worth $494K as of Q1 2026.
  • GLOBALT Investments sold 32 iShares Global Utilities ETF shares in Q1 2026, an estimated $2.68K.
  • iShares Global Utilities ETF made up 0.02% of GLOBALT Investments's portfolio in Q1 2026, its #179 holding.
  • GLOBALT Investments first reported a position in iShares Global Utilities ETF in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's iShares Global Utilities ETF position peaked at $558K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.