Impact Partnership Wealth’s iShares Global Utilities ETF JXI Stock Holding History

Impact Partnership Wealth’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 Q2	–	Sell	-174	Closed	-$10.3K	–	462
2024 Q1	$10.3K	Hold	174	–	–	﹤0.01%	443
2023 Q4	$10.2K	Hold	174	–	–	﹤0.01%	495
2023 Q3	$9.39K	Buy	+174	New	+$10.2K	﹤0.01%	601

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

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

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

AAS

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

Impact Partnership Wealth's JXI Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares Global Utilities ETF (JXI) in Q2 2024, closing a stake of 174 shares — an estimated $10.3K sold.

Impact Partnership Wealth first reported a position in JXI in Q3 2023 and held it in 3 quarters. The position peaked at $10.3K in Q1 2024. 54 funds tracked by Wall St. Rank hold JXI as of Q2 2024.

Impact Partnership Wealth reported no remaining iShares Global Utilities ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 174 iShares Global Utilities ETF shares in Q2 2024, an estimated $10.3K.
Impact Partnership Wealth first reported a position in iShares Global Utilities ETF in Q3 2023 and held it in 3 quarters.
Impact Partnership Wealth's iShares Global Utilities ETF position peaked at $10.3K in Q1 2024.
54 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.