Marshall Wace
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Marshall Wace’s iShares Global Utilities ETF JXI Stock Holding History

Marshall Wace’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
2025
Q2 		– Sell
-4,754
Closed -$328K – 2926
2025
Q1 		$328K Buy
+4,754
New +$316K ﹤0.01% 2231

Other funds holding JXI

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Marshall Wace's JXI Position: Q2 2025 in Review

Marshall Wace sold out of iShares Global Utilities ETF (JXI) in Q2 2025, closing a stake of 4,754 shares — an estimated $328K sold.

Marshall Wace first reported a position in JXI in Q1 2025 and held it in 1 quarter. The position peaked at $328K in Q1 2025. 59 funds tracked by Wall St. Rank hold JXI as of Q2 2025.

  • Marshall Wace reported no remaining iShares Global Utilities ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Wace sold 4,754 iShares Global Utilities ETF shares in Q2 2025, an estimated $328K.
  • Marshall Wace first reported a position in iShares Global Utilities ETF in Q1 2025 and held it in 1 quarter.
  • Marshall Wace's iShares Global Utilities ETF position peaked at $328K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.