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Milestone Asset Management Group’s iShares Global Utilities ETF JXI Stock Holding History

Milestone Asset Management 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 		$211K Sell
2,444
-188
-7% -$15.8K 0.12% 122
2025
Q4 		$207K Sell
2,632
-118
-4% -$9.42K 0.12% 124
2025
Q3 		$214K Buy
+2,750
New +$207K 0.13% 113

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

Milestone Asset Management Group's JXI Position: Q1 2026 in Review

Milestone Asset Management Group reduced its iShares Global Utilities ETF (JXI) stake by 7.1% in Q1 2026, selling an estimated $15.8K and leaving 2,444 shares worth $211K. The position accounts for 0.12% of the portfolio, ranked #122.

Milestone Asset Management Group first reported a position in JXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $214K in Q3 2025. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Milestone Asset Management Group held 2,444 shares of iShares Global Utilities ETF worth $211K as of Q1 2026.
  • Milestone Asset Management Group sold 188 iShares Global Utilities ETF shares in Q1 2026, an estimated $15.8K.
  • iShares Global Utilities ETF made up 0.12% of Milestone Asset Management Group's portfolio in Q1 2026, its #122 holding.
  • Milestone Asset Management Group first reported a position in iShares Global Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • Milestone Asset Management Group's iShares Global Utilities ETF position peaked at $214K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.