Liberty Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-92	Closed	-$5K	–	665
2021 Q3	$5K	Hold	92	–	–	﹤0.01%	948
2021 Q2	$5K	Buy	92 +2	+2%	+$124	﹤0.01%	789
2021 Q1	$5K	Hold	90	–	–	﹤0.01%	698
2020 Q4	$5K	Buy	90 +1	+1%	+$60	﹤0.01%	693
2020 Q3	$5K	Hold	89	–	–	﹤0.01%	624
2020 Q2	$5K	Hold	89	–	–	﹤0.01%	606
2020 Q1	$5K	Hold	89	–	–	﹤0.01%	575
2019 Q4	$5K	Hold	89	–	–	﹤0.01%	669
2019 Q3	$5K	Hold	89	–	–	﹤0.01%	636
2019 Q2	$5K	Hold	89	–	–	﹤0.01%	660
2019 Q1	$4K	Hold	89	–	–	﹤0.01%	571
2018 Q4	$4K	Buy	+89	New	+$4.46K	﹤0.01%	593

Other funds holding JXI

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AAS

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

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

Liberty Wealth Management's JXI Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Global Utilities ETF (JXI) in Q4 2021, closing a stake of 92 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in JXI in Q4 2018 and held it in 12 quarters. The position peaked at $5K in Q3 2021. 59 funds tracked by Wall St. Rank hold JXI as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Global Utilities ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 92 iShares Global Utilities ETF shares in Q4 2021, an estimated $5K.
Liberty Wealth Management first reported a position in iShares Global Utilities ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Global Utilities ETF position peaked at $5K in Q3 2021.
59 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.