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

Parallel 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
2024
Q4 		– Sell
-1,100
Closed -$77.8K – 3577
2024
Q3 		$77.8K Hold
1,100
– – ﹤0.01% 1386
2024
Q2 		$65.9K Hold
1,100
– – ﹤0.01% 1382
2024
Q1 		$65K Hold
1,100
– – ﹤0.01% 1374
2023
Q4 		$64.3K Hold
1,100
– – ﹤0.01% 1318
2023
Q3 		$59.4K Hold
1,100
– – ﹤0.01% 1308
2023
Q2 		$65.8K Hold
1,100
– – ﹤0.01% 1272
2023
Q1 		$66.5K Hold
1,100
– – ﹤0.01% 1238
2022
Q4 		$66.2K Hold
1,100
– – ﹤0.01% 1152
2022
Q3 		$60K Hold
1,100
– – ﹤0.01% 1179
2022
Q2 		$66K Hold
1,100
– – ﹤0.01% 1124
2022
Q1 		$72K Hold
1,100
– – ﹤0.01% 1119
2021
Q4 		$71K Hold
1,100
– – ﹤0.01% 1151
2021
Q3 		$65K Hold
1,100
– – ﹤0.01% 1167
2021
Q2 		$65K Hold
1,100
– – ﹤0.01% 1120
2021
Q1 		$67K Hold
1,100
– – ﹤0.01% 1047
2020
Q4 		$66K Hold
1,100
– – ﹤0.01% 974
2020
Q3 		$62K Hold
1,100
– – ﹤0.01% 979
2020
Q2 		$58K Hold
1,100
– – ﹤0.01% 990
2020
Q1 		$55K Sell
1,100
-200
-15% -$11.6K ﹤0.01% 899
2019
Q4 		$76K Buy
1,300
+139
+12% +$8.01K 0.01% 896
2019
Q3 		$68K Buy
1,161
+61
+6% +$3.4K 0.01% 863
2019
Q2 		$60K Buy
1,100
+300
+38% +$16.2K 0.01% 843
2019
Q1 		$43K Hold
800
– – ﹤0.01% 906
2018
Q4 		$39K Sell
800
-691
-46% -$34.6K 0.01% 846
2018
Q3 		$73K Hold
1,491
– – 0.01% 691
2018
Q2 		$73K Hold
1,491
– – 0.01% 620
2018
Q1 		$73K Hold
1,491
– – 0.01% 587
2017
Q4 		$74K Hold
1,491
– – 0.01% 579
2017
Q3 		$78K Hold
1,491
– – 0.01% 544
2017
Q2 		$75K Buy
1,491
+100
+7% +$4.96K 0.01% 566
2017
Q1 		$67K Buy
1,391
+300
+27% +$13.8K 0.01% 570
2016
Q4 		$49K Buy
+1,091
New +$49.3K 0.01% 589

Other funds holding JXI

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Parallel Advisors's JXI Position: Q4 2024 in Review

Parallel Advisors sold out of iShares Global Utilities ETF (JXI) in Q4 2024, closing a stake of 1,100 shares — an estimated $77.8K sold.

Parallel Advisors first reported a position in JXI in Q4 2016 and held it in 32 quarters. The position peaked at $78K in Q3 2017. 52 funds tracked by Wall St. Rank hold JXI as of Q4 2024.

  • Parallel Advisors reported no remaining iShares Global Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Parallel Advisors sold 1,100 iShares Global Utilities ETF shares in Q4 2024, an estimated $77.8K.
  • Parallel Advisors first reported a position in iShares Global Utilities ETF in Q4 2016 and held it in 32 quarters.
  • Parallel Advisors's iShares Global Utilities ETF position peaked at $78K in Q3 2017.
  • 52 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2024.

Based on Parallel Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.