Millburn Ridgefield Corp’s iShares Global Utilities ETF JXI Stock Holding History

Millburn Ridgefield Corp’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
2023 Q2	–	Sell	-71	Closed	-$4.29K	–	97
2023 Q1	$4.29K	Sell	71 -5	-7%	-$296	﹤0.01%	122
2022 Q4	$5K	Buy	76 +61	+407%	+$3.54K	﹤0.01%	107
2022 Q3	$1K	Sell	15 -31	-67%	-$1.92K	﹤0.01%	112
2022 Q2	$3K	Buy	46 +29	+171%	+$1.84K	﹤0.01%	111
2022 Q1	$1K	Sell	17 -33	-66%	-$2.06K	﹤0.01%	125
2021 Q4	$3K	Sell	50 -75	-60%	-$4.63K	﹤0.01%	116
2021 Q3	$7K	Sell	125 -10	-7%	-$620	﹤0.01%	123
2021 Q2	$8K	Buy	135 +63	+88%	+$3.9K	﹤0.01%	123
2021 Q1	$4K	Buy	72 +4	+6%	+$237	﹤0.01%	90
2020 Q4	$4K	Buy	68 +23	+51%	+$1.37K	﹤0.01%	89
2020 Q3	$3K	Sell	45 -9	-17%	-$505	﹤0.01%	89
2020 Q2	$3K	Buy	+54	New	+$2.85K	﹤0.01%	87

Other funds holding JXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Millburn Ridgefield Corp's JXI Position: Q2 2023 in Review

Millburn Ridgefield Corp sold out of iShares Global Utilities ETF (JXI) in Q2 2023, closing a stake of 71 shares — an estimated $4.29K sold.

Millburn Ridgefield Corp first reported a position in JXI in Q2 2020 and held it in 12 quarters. The position peaked at $8K in Q2 2021. 61 funds tracked by Wall St. Rank hold JXI as of Q2 2023.

Millburn Ridgefield Corp reported no remaining iShares Global Utilities ETF position as of Q2 2023 after selling out during the quarter.
Millburn Ridgefield Corp sold 71 iShares Global Utilities ETF shares in Q2 2023, an estimated $4.29K.
Millburn Ridgefield Corp first reported a position in iShares Global Utilities ETF in Q2 2020 and held it in 12 quarters.
Millburn Ridgefield Corp's iShares Global Utilities ETF position peaked at $8K in Q2 2021.
61 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2023.

Based on Millburn Ridgefield Corp's 13F filing for Q2 2023, filed 21 Jul 2023.