Macquarie Group’s iShares Global Utilities ETF JXI Stock Holding History

Macquarie Group’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
2023 Q2	–	Sell	-2,429	Closed	-$147K	–	1693
2023 Q1	$147K	Hold	2,429	–	–	﹤0.01%	1582
2022 Q4	$146K	Hold	2,429	–	–	﹤0.01%	1629
2022 Q3	$133K	Hold	2,429	–	–	﹤0.01%	1694
2022 Q2	$146K	Sell	2,429 -1,080	-31%	-$68.6K	﹤0.01%	1778
2022 Q1	$231K	Sell	3,509 -186	-5%	-$11.6K	﹤0.01%	1780
2021 Q4	$239K	Buy	+3,695	New	+$228K	﹤0.01%	1736

Other funds holding JXI

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Macquarie Group's JXI Position: Q2 2023 in Review

Macquarie Group sold out of iShares Global Utilities ETF (JXI) in Q2 2023, closing a stake of 2,429 shares — an estimated $147K sold.

Macquarie Group first reported a position in JXI in Q4 2021 and held it in 6 quarters. The position peaked at $239K in Q4 2021. 61 funds tracked by Wall St. Rank hold JXI as of Q2 2023.

Macquarie Group reported no remaining iShares Global Utilities ETF position as of Q2 2023 after selling out during the quarter.
Macquarie Group sold 2,429 iShares Global Utilities ETF shares in Q2 2023, an estimated $147K.
Macquarie Group first reported a position in iShares Global Utilities ETF in Q4 2021 and held it in 6 quarters.
Macquarie Group's iShares Global Utilities ETF position peaked at $239K in Q4 2021.
61 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2023.

Based on Macquarie Group's 13F filing for Q2 2023, filed 14 Aug 2023.