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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
Q1 		$440K Buy
+5,098
New +$428K ﹤0.01% 525

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mather Group's JXI Position: Q1 2026 in Review

Mather Group opened a new position in iShares Global Utilities ETF (JXI) in Q1 2026: 5,098 shares worth $440K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings.

78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Mather Group held 5,098 shares of iShares Global Utilities ETF worth $440K as of Q1 2026.
  • iShares Global Utilities ETF was a new Mather Group position in Q1 2026.
  • iShares Global Utilities ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #525 holding.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.