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The Family Firm’s iShares Global Utilities ETF JXI Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-9,460
Closed -$654K – 147
2025
Q1 		$654K Buy
9,460
+1
+0% +$66 0.15% 96
2024
Q4 		$607K Sell
9,459
-974
-9% -$66.2K 0.14% 102
2024
Q3 		$738K Sell
10,433
-5
-0% -$326 0.16% 94
2024
Q2 		$625K Buy
10,438
+125
+1% +$7.62K 0.14% 96
2024
Q1 		$609K Hold
10,313
– – 0.15% 100
2023
Q4 		$603K Buy
10,313
+2,718
+36% +$153K 0.16% 94
2023
Q3 		$410K Buy
7,595
+1,212
+19% +$70.7K 0.12% 113
2023
Q2 		$382K Buy
6,383
+83
+1% +$5.06K 0.1% 125
2023
Q1 		$381K Hold
6,300
– – 0.11% 118
2022
Q4 		$379K Buy
6,300
+89
+1% +$5.16K 0.11% 122
2022
Q3 		$340K Hold
6,211
– – 0.11% 123
2022
Q2 		$373K Buy
6,211
+91
+1% +$5.78K 0.11% 119
2022
Q1 		$403K Hold
6,120
– – 0.11% 115
2021
Q4 		$396K Buy
6,120
+78
+1% +$4.82K 0.1% 118
2021
Q3 		$373K Hold
6,042
– – 0.1% 117
2021
Q2 		$359K Buy
6,042
+840
+16% +$52K 0.1% 117
2021
Q1 		$315K Buy
5,202
+693
+15% +$41.1K 0.09% 124
2020
Q4 		$273K Buy
4,509
+60
+1% +$3.57K 0.08% 132
2020
Q3 		$250K Hold
4,449
– – 0.09% 124
2020
Q2 		$237K Buy
4,449
+36
+0.8% +$1.9K 0.09% 126
2020
Q1 		$223K Hold
4,413
– – 0.09% 121
2019
Q4 		$259K Buy
4,413
+54
+1% +$3.11K 0.09% 132
2019
Q3 		$254K Hold
4,359
– – 0.09% 125
2019
Q2 		$238K Buy
4,359
+61
+1% +$3.3K 0.08% 126
2019
Q1 		$232K Hold
4,298
– – 0.08% 129
2018
Q4 		$211K Buy
4,298
+48
+1% +$2.4K 0.08% 130
2018
Q3 		$209K Hold
4,250
– – 0.08% 133
2018
Q2 		$208K Buy
+4,250
New +$207K 0.08% 127

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 $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

The Family Firm's JXI Position: Q2 2025 in Review

The Family Firm sold out of iShares Global Utilities ETF (JXI) in Q2 2025, closing a stake of 9,460 shares — an estimated $654K sold.

The Family Firm first reported a position in JXI in Q2 2018 and held it in 28 quarters. The position peaked at $738K in Q3 2024. 59 funds tracked by Wall St. Rank hold JXI as of Q2 2025.

  • The Family Firm reported no remaining iShares Global Utilities ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 9,460 iShares Global Utilities ETF shares in Q2 2025, an estimated $654K.
  • The Family Firm first reported a position in iShares Global Utilities ETF in Q2 2018 and held it in 28 quarters.
  • The Family Firm's iShares Global Utilities ETF position peaked at $738K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.