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Tilia Fiduciary Partners’s iShares Global Utilities ETF JXI Stock Holding History

Tilia Fiduciary Partners’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
2023
Q3 		– Sell
-69
Closed -$4.13K – 289
2023
Q2 		$4.13K Buy
+69
New +$4.2K ﹤0.01% 449

Other funds holding JXI

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tilia Fiduciary Partners's JXI Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Global Utilities ETF (JXI) in Q3 2023, closing a stake of 69 shares — an estimated $4.13K sold.

Tilia Fiduciary Partners first reported a position in JXI in Q2 2023 and held it in 1 quarter. The position peaked at $4.13K in Q2 2023. 60 funds tracked by Wall St. Rank hold JXI as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining iShares Global Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 69 iShares Global Utilities ETF shares in Q3 2023, an estimated $4.13K.
  • Tilia Fiduciary Partners first reported a position in iShares Global Utilities ETF in Q2 2023 and held it in 1 quarter.
  • Tilia Fiduciary Partners's iShares Global Utilities ETF position peaked at $4.13K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.