Legacy Bridge’s iShares Global Utilities ETF JXI Stock Holding History

Legacy Bridge’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	-233	Closed	-$13.8K	–	303
2024 Q1	$13.8K	Hold	233	–	–	0.01%	253
2023 Q4	$13.6K	Hold	233	–	–	0.01%	248
2023 Q3	$12.6K	Hold	233	–	–	0.01%	244
2023 Q2	$13.9K	Hold	233	–	–	0.01%	246
2023 Q1	$14.1K	Hold	233	–	–	0.01%	248
2022 Q4	$14K	Hold	233	–	–	0.01%	250
2022 Q3	$13K	Hold	233	–	–	0.01%	235
2022 Q2	$14K	Hold	233	–	–	0.01%	233
2022 Q1	$15K	Hold	233	–	–	0.01%	248
2021 Q4	$15K	Hold	233	–	–	0.01%	256
2021 Q3	$14K	Hold	233	–	–	0.01%	248
2021 Q2	$14K	Hold	233	–	–	0.01%	251
2021 Q1	$14K	Hold	233	–	–	0.01%	250
2020 Q4	$14K	Hold	233	–	–	0.01%	244
2020 Q3	$13K	Hold	233	–	–	0.01%	232
2020 Q2	$12K	Hold	233	–	–	0.01%	238
2020 Q1	$12K	Hold	233	–	–	0.02%	225
2019 Q4	$14K	Buy	+233	New	+$13.4K	0.01%	244

Other funds holding JXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Bridge's JXI Position: Q2 2024 in Review

Legacy Bridge sold out of iShares Global Utilities ETF (JXI) in Q2 2024, closing a stake of 233 shares — an estimated $13.8K sold.

Legacy Bridge first reported a position in JXI in Q4 2019 and held it in 18 quarters. The position peaked at $15K in Q1 2022. 54 funds tracked by Wall St. Rank hold JXI as of Q2 2024.

Legacy Bridge reported no remaining iShares Global Utilities ETF position as of Q2 2024 after selling out during the quarter.
Legacy Bridge sold 233 iShares Global Utilities ETF shares in Q2 2024, an estimated $13.8K.
Legacy Bridge first reported a position in iShares Global Utilities ETF in Q4 2019 and held it in 18 quarters.
Legacy Bridge's iShares Global Utilities ETF position peaked at $15K in Q1 2022.
54 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2024.

Based on Legacy Bridge's 13F filing for Q2 2024, filed 6 Aug 2024.