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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
Q2 		$221K Hold
2,600
– – ﹤0.01% 1793
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IEQ Capital's JXI Position: Q2 2026 in Review

IEQ Capital held its iShares Global Utilities ETF (JXI) position steady in Q2 2026 at 2,600 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

IEQ Capital first reported a position in JXI in Q3 2025 and has held it in 4 quarters since. The position peaked at $224K in Q1 2026. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • IEQ Capital held 2,600 shares of iShares Global Utilities ETF worth $221K as of Q2 2026.
  • IEQ Capital left its iShares Global Utilities ETF share count unchanged in Q2 2026.
  • iShares Global Utilities ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1793 holding.
  • IEQ Capital first reported a position in iShares Global Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • IEQ Capital's iShares Global Utilities ETF position peaked at $224K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.