TIFF Advisory Services’s iShares Global Utilities ETF JXI Stock Holding History

TIFF Advisory Services’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
2021 Q3	–	Sell	-67,846	Closed	-$4.03M	–	17
2021 Q2	$4.03M	Hold	67,846	–	–	1.15%	16
2021 Q1	$4.11M	Hold	67,846	–	–	1.25%	17
2020 Q4	$4.08M	Buy	67,846 +14,536	+27%	+$865K	1.34%	16
2020 Q3	$3M	Buy	+53,310	New	+$2.99M	1.45%	11

Other funds holding JXI

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIFF Advisory Services's JXI Position: Q3 2021 in Review

TIFF Advisory Services sold out of iShares Global Utilities ETF (JXI) in Q3 2021, closing a stake of 67,846 shares — an estimated $4.03M sold.

TIFF Advisory Services first reported a position in JXI in Q3 2020 and held it in 4 quarters. The position peaked at $4.11M in Q1 2021. 60 funds tracked by Wall St. Rank hold JXI as of Q3 2021.

TIFF Advisory Services reported no remaining iShares Global Utilities ETF position as of Q3 2021 after selling out during the quarter.
TIFF Advisory Services sold 67,846 iShares Global Utilities ETF shares in Q3 2021, an estimated $4.03M.
TIFF Advisory Services first reported a position in iShares Global Utilities ETF in Q3 2020 and held it in 4 quarters.
TIFF Advisory Services's iShares Global Utilities ETF position peaked at $4.11M in Q1 2021.
60 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2021.

Based on TIFF Advisory Services's 13F filing for Q3 2021, filed 5 Nov 2021.