William Blair & Company

William Blair & Company’s iShares Global Utilities ETF JXI Stock Holding History

William Blair & Company’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
2026 Q1	$33.2K	Hold	385	–	–	﹤0.01%	1740
2025 Q4	$30.3K	Buy	+385	New	+$30.7K	﹤0.01%	1696
2021 Q3	–	Sell	-190	Closed	-$11K	–	1911
2021 Q2	$11K	Hold	190	–	–	﹤0.01%	1810
2021 Q1	$11K	Hold	190	–	–	﹤0.01%	1779
2020 Q4	$11K	Sell	190 -151	-44%	-$8.99K	﹤0.01%	1736
2020 Q3	$19K	Hold	341	–	–	﹤0.01%	1584
2020 Q2	$18K	Sell	341 -306	-47%	-$16.1K	﹤0.01%	1546
2020 Q1	$33K	Sell	647 -25	-4%	-$1.45K	﹤0.01%	1434
2019 Q4	$39K	Hold	672	–	–	﹤0.01%	1514
2019 Q3	$39K	Sell	672 -110	-14%	-$6.13K	﹤0.01%	1482
2019 Q2	$43K	Hold	782	–	–	﹤0.01%	1516
2019 Q1	$42K	Buy	+782	New	+$40.6K	﹤0.01%	1491

Other funds holding JXI

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

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return