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IEQ Capital’s iShares Global Utilities ETF JXI Stock Holding History

IEQ Capital’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 		$224K Hold
2,600
– – ﹤0.01% 1640
2025
Q4 		$204K Hold
2,600
– – ﹤0.01% 1681
2025
Q3 		$202K Buy
+2,600
New +$196K ﹤0.01% 1683

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 $26.4B AUM 21.05% 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

IEQ Capital's JXI Position: Q1 2026 in Review

IEQ Capital held its iShares Global Utilities ETF (JXI) position steady in Q1 2026 at 2,600 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

IEQ Capital first reported a position in JXI in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • IEQ Capital held 2,600 shares of iShares Global Utilities ETF worth $224K as of Q1 2026.
  • IEQ Capital left its iShares Global Utilities ETF share count unchanged in Q1 2026.
  • iShares Global Utilities ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1640 holding.
  • IEQ Capital first reported a position in iShares Global Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.