Sightline Wealth Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Sightline Wealth 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 Q2	$345K	Buy	4,062 +23	+0.6%	+$1.97K	0.13%	69
2026 Q1	$349K	Sell	4,039 -642	-14%	-$53.8K	0.15%	63
2025 Q4	$368K	Buy	+4,681	New	+$374K	0.16%	70
2021 Q3	–	Sell	-5,129	Closed	-$305K	–	54
2021 Q2	$305K	Buy	5,129 +28	+0.5%	+$1.73K	0.25%	44
2021 Q1	$309K	Hold	5,101	–	–	0.29%	43
2020 Q4	$306K	Buy	+5,101	New	+$304K	0.3%	43

Other funds holding JXI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sightline Wealth Advisors's JXI Position: Q2 2026 in Review

Sightline Wealth Advisors increased its iShares Global Utilities ETF (JXI) stake by 0.57% in Q2 2026, buying an estimated $1.97K and bringing the position to 4,062 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #69.

Sightline Wealth Advisors first reported a position in JXI in Q4 2020 and has held it in 6 quarters since. The position peaked at $368K in Q4 2025. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

Sightline Wealth Advisors held 4,062 shares of iShares Global Utilities ETF worth $345K as of Q2 2026.
Sightline Wealth Advisors bought 23 iShares Global Utilities ETF shares in Q2 2026, an estimated $1.97K.
iShares Global Utilities ETF made up 0.13% of Sightline Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Sightline Wealth Advisors first reported a position in iShares Global Utilities ETF in Q4 2020 and has held it in 6 quarters since.
Sightline Wealth Advisors's iShares Global Utilities ETF position peaked at $368K in Q4 2025.
80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.