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

Northwestern Mutual 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
2026
Q1 		$128K Sell
1,482
-4,645
-76% -$390K ﹤0.01% 2080
2025
Q4 		$482K Buy
6,127
+6,115
+50,958% +$488K ﹤0.01% 1547
2025
Q3 		$932 Sell
12
-53
-82% -$3.99K ﹤0.01% 3558
2025
Q2 		$4.79K Buy
65
+53
+442% +$3.79K ﹤0.01% 3035
2025
Q1 		$829 Buy
+12
New +$797 ﹤0.01% 3309
2024
Q4 		– Sell
-253
Closed -$17.9K – 3763
2024
Q3 		$17.9K Buy
+253
New +$16.5K ﹤0.01% 2502
2023
Q3 		– Sell
-188
Closed -$11.2K – 3424
2023
Q2 		$11.2K Hold
188
– – ﹤0.01% 2534
2023
Q1 		$11.4K Sell
188
-350
-65% -$20.8K ﹤0.01% 2472
2022
Q4 		$32.4K Buy
538
+188
+54% +$10.9K ﹤0.01% 2068
2022
Q3 		$19K Hold
350
– – ﹤0.01% 2248
2022
Q2 		$21K Hold
350
– – ﹤0.01% 2233
2022
Q1 		$23K Buy
+350
New +$21.9K ﹤0.01% 2253
2020
Q3 		– Sell
-352
Closed -$19K – 2610
2020
Q2 		$19K Buy
+352
New +$18.6K ﹤0.01% 1726
2019
Q1 		– Sell
-39
Closed -$2K – 2617
2018
Q4 		$2K Buy
+39
New +$1.95K ﹤0.01% 2200

Other funds holding JXI

Morgan Stanley
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
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

Northwestern Mutual Wealth Management's JXI Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares Global Utilities ETF (JXI) stake by 76% in Q1 2026, selling an estimated $390K and leaving 1,482 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Northwestern Mutual Wealth Management first reported a position in JXI in Q4 2018 and has held it in 14 quarters since. The position peaked at $482K in Q4 2025. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,482 shares of iShares Global Utilities ETF worth $128K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 4,645 iShares Global Utilities ETF shares in Q1 2026, an estimated $390K.
  • iShares Global Utilities ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2080 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares Global Utilities ETF in Q4 2018 and has held it in 14 quarters since.
  • Northwestern Mutual Wealth Management's iShares Global Utilities ETF position peaked at $482K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.