Morgan Stanley
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Morgan Stanley’s iShares Global Utilities ETF JXI Stock Holding History

Morgan Stanley’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 		$12.2M Buy
141,301
+32,594
+30% +$2.73M ﹤0.01% 3397
2025
Q4 		$8.55M Buy
108,707
+19,982
+23% +$1.6M ﹤0.01% 3738
2025
Q3 		$6.89M Sell
88,725
-4,939
-5% -$371K ﹤0.01% 3883
2025
Q2 		$6.91M Buy
93,664
+12,095
+15% +$864K ﹤0.01% 3790
2025
Q1 		$5.64M Sell
81,569
-16,789
-17% -$1.12M ﹤0.01% 3828
2024
Q4 		$6.31M Buy
98,358
+16,746
+21% +$1.14M ﹤0.01% 3801
2024
Q3 		$5.77M Sell
81,612
-6,231
-7% -$406K ﹤0.01% 3863
2024
Q2 		$5.26M Sell
87,843
-7,874
-8% -$480K ﹤0.01% 3830
2024
Q1 		$5.65M Sell
95,717
-95,879
-50% -$5.44M ﹤0.01% 3822
2023
Q4 		$11.2M Buy
191,596
+85,389
+80% +$4.8M ﹤0.01% 3828
2023
Q3 		$5.73M Sell
106,207
-28,282
-21% -$1.65M ﹤0.01% 3630
2023
Q2 		$8.04M Sell
134,489
-3,062
-2% -$187K ﹤0.01% 3370
2023
Q1 		$8.31M Buy
137,551
+49,404
+56% +$2.93M ﹤0.01% 3318
2022
Q4 		$5.3M Buy
88,147
+185
+0.2% +$10.7K ﹤0.01% 3711
2022
Q3 		$4.82M Buy
87,962
+5,597
+7% +$346K ﹤0.01% 3733
2022
Q2 		$4.95M Sell
82,365
-1,382
-2% -$87.8K ﹤0.01% 3779
2022
Q1 		$5.51M Buy
83,747
+10,376
+14% +$649K ﹤0.01% 3577
2021
Q4 		$4.75M Sell
73,371
-1,162
-2% -$71.8K ﹤0.01% 3774
2021
Q3 		$4.39M Buy
74,533
+3,113
+4% +$193K ﹤0.01% 3872
2021
Q2 		$4.25M Buy
71,420
+1,878
+3% +$116K ﹤0.01% 3952
2021
Q1 		$4.21M Buy
69,542
+3,374
+5% +$200K ﹤0.01% 3587
2020
Q4 		$3.98M Sell
66,168
-28,768
-30% -$1.71M ﹤0.01% 3506
2020
Q3 		$5.33M Buy
94,936
+26,004
+38% +$1.46M ﹤0.01% 2662
2020
Q2 		$3.67M Sell
68,932
-2,940
-4% -$155K ﹤0.01% 2990
2020
Q1 		$3.64M Sell
71,872
-2,321
-3% -$135K ﹤0.01% 2759
2019
Q4 		$4.36M Sell
74,193
-1,281
-2% -$73.9K ﹤0.01% 3342
2019
Q3 		$4.4M Sell
75,474
-44,733
-37% -$2.49M ﹤0.01% 2998
2019
Q2 		$6.56M Sell
120,207
-3,151
-3% -$171K ﹤0.01% 2628
2019
Q1 		$6.67M Sell
123,358
-861
-0.7% -$44.7K ﹤0.01% 2427
2018
Q4 		$6.1M Sell
124,219
-35,335
-22% -$1.77M ﹤0.01% 2666
2018
Q3 		$7.86M Sell
159,554
-25,380
-14% -$1.26M ﹤0.01% 2678
2018
Q2 		$9.06M Sell
184,934
-67,715
-27% -$3.3M ﹤0.01% 2486
2018
Q1 		$12.4M Buy
252,649
+108,396
+75% +$5.19M ﹤0.01% 2135
2017
Q4 		$7.14M Buy
144,253
+2,842
+2% +$147K ﹤0.01% 2699
2017
Q3 		$7.17M Buy
141,411
+203
+0.1% +$10.3K ﹤0.01% 2599
2017
Q2 		$6.92M Sell
141,208
-64,064
-31% -$3.18M ﹤0.01% 2520
2017
Q1 		$9.9M Buy
205,272
+54,453
+36% +$2.51M ﹤0.01% 2207
2016
Q4 		$6.74M Buy
150,819
+55,455
+58% +$2.5M ﹤0.01% 2678
2016
Q3 		$4.53M Buy
95,364
+16,470
+21% +$796K ﹤0.01% 2750
2016
Q2 		$3.89M Sell
78,894
-8,274
-9% -$395K ﹤0.01% 2840
2016
Q1 		$4.19M Sell
87,168
-29,908
-26% -$1.35M ﹤0.01% 2703
2015
Q4 		$5.15M Sell
117,076
-2,405
-2% -$108K ﹤0.01% 2638
2015
Q3 		$5.29M Sell
119,481
-53,344
-31% -$2.4M ﹤0.01% 2608
2015
Q2 		$7.66M Sell
172,825
-49,900
-22% -$2.35M ﹤0.01% 2379
2015
Q1 		$10.3M Sell
222,725
-24,745
-10% -$1.18M ﹤0.01% 2026
2014
Q4 		$12.2M Buy
247,470
+7,328
+3% +$359K ﹤0.01% 1898
2014
Q3 		$11.5M Buy
240,142
+2,970
+1% +$144K ﹤0.01% 1904
2014
Q2 		$11.9M Buy
237,172
+23,700
+11% +$1.16M ﹤0.01% 1869
2014
Q1 		$10.2M Buy
213,472
+19,750
+10% +$895K ﹤0.01% 1946
2013
Q4 		$8.56M Buy
193,722
+1,527
+0.8% +$68.1K ﹤0.01% 2075
2013
Q3 		$8.42M Sell
192,195
-34,318
-15% -$1.48M ﹤0.01% 1921
2013
Q2 		$9.52M Buy
+226,513
New +$10.1M ﹤0.01% 1745

Other funds holding JXI

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 $31B AUM 28.39% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Morgan Stanley's JXI Position: Q1 2026 in Review

Morgan Stanley increased its iShares Global Utilities ETF (JXI) stake by 30% in Q1 2026, buying an estimated $2.73M and bringing the position to 141,301 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3397.

Morgan Stanley first reported a position in JXI in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.4M in Q1 2018. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Morgan Stanley held 141,301 shares of iShares Global Utilities ETF worth $12.2M as of Q1 2026.
  • Morgan Stanley bought 32,594 iShares Global Utilities ETF shares in Q1 2026, an estimated $2.73M.
  • iShares Global Utilities ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3397 holding.
  • Morgan Stanley first reported a position in iShares Global Utilities ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares Global Utilities ETF position peaked at $12.4M in Q1 2018.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.