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 $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Susquehanna International Group

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

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

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

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

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