Vigilant Capital Management’s iShares Global Utilities ETF JXI Stock Holding History

Vigilant Capital Management’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 Q2	$13K	Sell	215 -10	-4%	-$609	﹤0.01%	389
2023 Q1	$14K	Buy	225 +60	+36%	+$3.56K	﹤0.01%	369
2022 Q4	$10K	Buy	165 +50	+43%	+$2.9K	﹤0.01%	401
2022 Q3	$6K	Hold	115	–	–	﹤0.01%	504
2022 Q2	$7K	Buy	+115	New	+$7.3K	﹤0.01%	476

Other funds holding JXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Vigilant Capital Management's JXI Position: Q2 2023 in Review

Vigilant Capital Management reduced its iShares Global Utilities ETF (JXI) stake by 4.4% in Q2 2023, selling an estimated $609 and leaving 215 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Vigilant Capital Management first reported a position in JXI in Q2 2022 and has held it in 5 quarters since. The position peaked at $14K in Q1 2023. 61 funds tracked by Wall St. Rank hold JXI as of Q2 2023.

Vigilant Capital Management held 215 shares of iShares Global Utilities ETF worth $13K as of Q2 2023.
Vigilant Capital Management sold 10 iShares Global Utilities ETF shares in Q2 2023, an estimated $609.
iShares Global Utilities ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #389 holding.
Vigilant Capital Management first reported a position in iShares Global Utilities ETF in Q2 2022 and has held it in 5 quarters since.
Vigilant Capital Management's iShares Global Utilities ETF position peaked at $14K in Q1 2023.
61 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.