Signature Estate & Investment Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Signature Estate & Investment 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	$1.98M	Buy	23,331 +1,282	+6%	+$110K	0.04%	175
2026 Q1	$1.9M	Sell	22,049 -246	-1%	-$20.6K	0.04%	173
2025 Q4	$1.75M	Buy	22,295 +917	+4%	+$73.2K	0.04%	178
2025 Q3	$1.66M	Sell	21,378 -1,829	-8%	-$138K	0.04%	188
2025 Q2	$1.71M	Buy	23,207 +315	+1%	+$22.5K	0.04%	170
2025 Q1	$1.58M	Sell	22,892 -296	-1%	-$19.7K	0.04%	166
2024 Q4	$1.49M	Buy	23,188 +415	+2%	+$28.2K	0.04%	173
2024 Q3	$1.61M	Hold	22,773	–	–	0.04%	155
2024 Q2	$1.36M	Buy	+22,773	New	+$1.39M	0.03%	160

Other funds holding JXI

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

NAM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Signature Estate & Investment Advisors's JXI Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Global Utilities ETF (JXI) stake by 5.8% in Q2 2026, buying an estimated $110K and bringing the position to 23,331 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #175.

Signature Estate & Investment Advisors first reported a position in JXI in Q2 2024 and has held it in 9 quarters since. 38 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

Signature Estate & Investment Advisors held 23,331 shares of iShares Global Utilities ETF worth $1.98M as of Q2 2026.
Signature Estate & Investment Advisors bought 1,282 iShares Global Utilities ETF shares in Q2 2026, an estimated $110K.
iShares Global Utilities ETF made up 0.04% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #175 holding.
Signature Estate & Investment Advisors first reported a position in iShares Global Utilities ETF in Q2 2024 and has held it in 9 quarters since.
38 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.