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

Napa 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
2025 Q3	$1.06M	Buy	+13,609	New	+$1.02M	0.5%	53

Other funds holding JXI

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Napa Wealth Management's JXI Position: Q3 2025 in Review

Napa Wealth Management opened a new position in iShares Global Utilities ETF (JXI) in Q3 2025: 13,609 shares worth $1.06M. The stake represents 0.5% of the portfolio and ranks #53 among its holdings.

64 funds tracked by Wall St. Rank hold JXI as of Q3 2025.

Napa Wealth Management held 13,609 shares of iShares Global Utilities ETF worth $1.06M as of Q3 2025.
iShares Global Utilities ETF was a new Napa Wealth Management position in Q3 2025.
iShares Global Utilities ETF made up 0.5% of Napa Wealth Management's portfolio in Q3 2025, its #53 holding.
64 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.