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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

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

Royal Bank of Canada

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

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

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Bank of America

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