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Merriman Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

Merriman Wealth Management’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
2022
Q1 		– Sell
-15,000
Closed -$971K – 217
2021
Q4 		$971K Buy
+15,000
New +$927K 0.07% 106

Other funds holding JXI

PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Merriman Wealth Management's JXI Position: Q1 2022 in Review

Merriman Wealth Management sold out of iShares Global Utilities ETF (JXI) in Q1 2022, closing a stake of 15,000 shares — an estimated $971K sold.

Merriman Wealth Management first reported a position in JXI in Q4 2021 and held it in 1 quarter. The position peaked at $971K in Q4 2021. 62 funds tracked by Wall St. Rank hold JXI as of Q1 2022.

  • Merriman Wealth Management reported no remaining iShares Global Utilities ETF position as of Q1 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 15,000 iShares Global Utilities ETF shares in Q1 2022, an estimated $971K.
  • Merriman Wealth Management first reported a position in iShares Global Utilities ETF in Q4 2021 and held it in 1 quarter.
  • Merriman Wealth Management's iShares Global Utilities ETF position peaked at $971K in Q4 2021.
  • 62 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.