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Guardian Partners’s iShares Global Utilities ETF JXI Stock Holding History

Guardian Partners’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
-52,100
Closed -$4.1M – 204
2025
Q4 		$4.1M Buy
+52,100
New +$4.16M 0.33% 68

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

Guardian Partners's JXI Position: Q1 2026 in Review

Guardian Partners sold out of iShares Global Utilities ETF (JXI) in Q1 2026, closing a stake of 52,100 shares — an estimated $4.1M sold.

Guardian Partners first reported a position in JXI in Q4 2025 and held it in 1 quarter. The position peaked at $4.1M in Q4 2025. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Guardian Partners reported no remaining iShares Global Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Guardian Partners sold 52,100 iShares Global Utilities ETF shares in Q1 2026, an estimated $4.1M.
  • Guardian Partners first reported a position in iShares Global Utilities ETF in Q4 2025 and held it in 1 quarter.
  • Guardian Partners's iShares Global Utilities ETF position peaked at $4.1M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.