NewEdge Advisors’s iShares Global Utilities ETF JXI Stock Holding History

NewEdge Advisors’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	$38.5K	Hold	446	–	–	﹤0.01%	3002
2025 Q4	$35.1K	Sell	446 -108	-19%	-$8.62K	﹤0.01%	3068
2025 Q3	$43K	Buy	554 +33	+6%	+$2.48K	﹤0.01%	2869
2025 Q2	$38.4K	Buy	521 +7	+1%	+$500	﹤0.01%	2741
2025 Q1	$35.5K	Hold	514	–	–	﹤0.01%	2668
2024 Q4	$33K	Sell	514 -148	-22%	-$10.1K	﹤0.01%	2665
2024 Q3	$46.8K	Hold	662	–	–	﹤0.01%	2456
2024 Q2	$39.6K	Buy	662 +7	+1%	+$427	﹤0.01%	2422
2024 Q1	$38.7K	Hold	655	–	–	﹤0.01%	2396
2023 Q4	$38.3K	Sell	655 -47	-7%	-$2.64K	﹤0.01%	2313
2023 Q3	$37.9K	Buy	702 +622	+778%	+$36.3K	﹤0.01%	2182
2023 Q2	$4.78K	Hold	80	–	–	﹤0.01%	2835
2023 Q1	$4.83K	Hold	80	–	–	﹤0.01%	2786
2022 Q4	$5	Buy	+80	New	+$4.64K	﹤0.01%	3806

Other funds holding JXI

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

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

NewEdge Advisors's JXI Position: Q1 2026 in Review

NewEdge Advisors held its iShares Global Utilities ETF (JXI) position steady in Q1 2026 at 446 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

NewEdge Advisors first reported a position in JXI in Q4 2022 and has held it in 14 quarters since. The position peaked at $46.8K in Q3 2024. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

NewEdge Advisors held 446 shares of iShares Global Utilities ETF worth $38.5K as of Q1 2026.
NewEdge Advisors left its iShares Global Utilities ETF share count unchanged in Q1 2026.
iShares Global Utilities ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3002 holding.
NewEdge Advisors first reported a position in iShares Global Utilities ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's iShares Global Utilities ETF position peaked at $46.8K in Q3 2024.
78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.