TIFF Advisory Services
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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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
JP Morgan Chase
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.