MAMG
JXI icon

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
Q2 		$208K Buy
2,449
+5
+0.2% +$428 0.1% 130
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Milestone Asset Management Group's JXI Position: Q2 2026 in Review

Milestone Asset Management Group increased its iShares Global Utilities ETF (JXI) stake by 0.2% in Q2 2026, buying an estimated $428 and bringing the position to 2,449 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #130.

Milestone Asset Management Group first reported a position in JXI in Q3 2025 and has held it in 4 quarters since. The position peaked at $214K in Q3 2025. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Milestone Asset Management Group held 2,449 shares of iShares Global Utilities ETF worth $208K as of Q2 2026.
  • Milestone Asset Management Group bought 5 iShares Global Utilities ETF shares in Q2 2026, an estimated $428.
  • iShares Global Utilities ETF made up 0.1% of Milestone Asset Management Group's portfolio in Q2 2026, its #130 holding.
  • Milestone Asset Management Group first reported a position in iShares Global Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • Milestone Asset Management Group's iShares Global Utilities ETF position peaked at $214K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.