Maryland Capital Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Maryland Capital Advisors’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 Q1	–	Sell	-150	Closed	-$8.77K	–	231
2023 Q4	$8.77K	Hold	150	–	–	0.01%	176
2023 Q3	$8.1K	Hold	150	–	–	0.01%	175
2023 Q2	$8.97K	Hold	150	–	–	0.01%	179
2023 Q1	$9.07K	Hold	150	–	–	0.01%	181
2022 Q4	$9.03K	Hold	150	–	–	0.01%	181
2022 Q3	$8K	Hold	150	–	–	0.01%	176
2022 Q2	$9K	Buy	+150	New	+$9.53K	0.01%	173

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AAS

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

CBFP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Maryland Capital Advisors's JXI Position: Q1 2024 in Review

Maryland Capital Advisors sold out of iShares Global Utilities ETF (JXI) in Q1 2024, closing a stake of 150 shares — an estimated $8.77K sold.

Maryland Capital Advisors first reported a position in JXI in Q2 2022 and held it in 7 quarters. The position peaked at $9.07K in Q1 2023. 52 funds tracked by Wall St. Rank hold JXI as of Q1 2024.

Maryland Capital Advisors reported no remaining iShares Global Utilities ETF position as of Q1 2024 after selling out during the quarter.
Maryland Capital Advisors sold 150 iShares Global Utilities ETF shares in Q1 2024, an estimated $8.77K.
Maryland Capital Advisors first reported a position in iShares Global Utilities ETF in Q2 2022 and held it in 7 quarters.
Maryland Capital Advisors's iShares Global Utilities ETF position peaked at $9.07K in Q1 2023.
52 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2024.

Based on Maryland Capital Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.