Rockefeller Capital Management
JXI icon

Rockefeller Capital Management’s iShares Global Utilities ETF JXI Stock Holding History

Rockefeller Capital 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 		$155K Hold
1,790
– – ﹤0.01% 2635
2025
Q4 		$141K Buy
1,790
+394
+28% +$31.5K ﹤0.01% 2540
2025
Q3 		$108K Buy
+1,396
New +$105K ﹤0.01% 2549
2023
Q1 		– Sell
-202
Closed -$12K – 2985
2022
Q4 		$12K Sell
202
-3
-1% -$174 ﹤0.01% 3007
2022
Q3 		$11K Hold
205
– – ﹤0.01% 3045
2022
Q2 		$12K Hold
205
– – ﹤0.01% 3013
2022
Q1 		$13K Hold
205
– – ﹤0.01% 2918
2021
Q4 		$13K Hold
205
– – ﹤0.01% 2844
2021
Q3 		$12K Buy
205
+94
+85% +$5.83K ﹤0.01% 2800
2021
Q2 		$6K Buy
+111
New +$6.87K ﹤0.01% 2976

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

Rockefeller Capital Management's JXI Position: Q1 2026 in Review

Rockefeller Capital Management held its iShares Global Utilities ETF (JXI) position steady in Q1 2026 at 1,790 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

Rockefeller Capital Management first reported a position in JXI in Q2 2021 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Rockefeller Capital Management held 1,790 shares of iShares Global Utilities ETF worth $155K as of Q1 2026.
  • Rockefeller Capital Management left its iShares Global Utilities ETF share count unchanged in Q1 2026.
  • iShares Global Utilities ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2635 holding.
  • Rockefeller Capital Management first reported a position in iShares Global Utilities ETF in Q2 2021 and has held it in 10 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.