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

Mather 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
2026
Q3 		$37.8K Hold
492
– – ﹤0.01% 1247
2026
Q2 		$41.8K Sell
492
-4,606
-90% -$395K ﹤0.01% 1145
2026
Q1 		$440K Buy
+5,098
New +$428K ﹤0.01% 525

Other funds holding JXI

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Nautilus Advisors
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Mather Group's JXI Position: Q3 2026 in Review

Mather Group held its iShares Global Utilities ETF (JXI) position steady in Q3 2026 at 492 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Mather Group first reported a position in JXI in Q1 2026 and has held it in 3 quarters since. The position peaked at $440K in Q1 2026. 13 funds tracked by Wall St. Rank hold JXI as of Q3 2026.

  • Mather Group held 492 shares of iShares Global Utilities ETF worth $37.8K as of Q3 2026.
  • Mather Group left its iShares Global Utilities ETF share count unchanged in Q3 2026.
  • iShares Global Utilities ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1247 holding.
  • Mather Group first reported a position in iShares Global Utilities ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's iShares Global Utilities ETF position peaked at $440K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.