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iShares S&P Global Utilities Sector shares owned by Financial & Tax Architects

Quarter-by-quarter ownership of iShares S&P Global Utilities Sector (JXI) shares owned by Financial & Tax Architects from 13F filings

Historical chart of Financial & Tax Architects investment in iShares S&P Global Utilities Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Utilities Sector held by Financial & Tax Architects consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Utilities Sector by Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2025-12-31 $405k 5.2k 78.65
2022-09-30 $347k 6.3k 54.76
2022-06-30 $757k 13k 60.11

More positions owned by Financial & Tax Architects

Vanguard Total Stock Market Etf (VTI)
Ishares Msci Eafe Etf (EFA)
Spdr S&p 500 Etf (SPY)
Ishares 7-10 Year Treasury Bond Etf (IEF)
Ishares Core U.s. Reit Etf (USRT)
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf (BCI)
Invesco Emerging Markets Sovereign Debt Etf (PCY)
Ishares Core U.s. Aggregate Bond Etf (AGG)
Proshares S&p 500 Dividend Aristocrats Etf (NOBL)
Vanguard Short-term Inflation-protected Securities Etf (VTIP)
Wal-Mart Stores (WMT)
International Business Machines (IBM)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Caterpillar (CAT)

View all positions for Financial & Tax Architects

Top funds holding iShares S&P Global Utilities Sector

LPL Financial
Cambria Investment Management
Babson Capital Management
Guardian Partners
Cetera Investment Advisers
Bank of Nova Scotia
Guardian Capital
Raymond James Financial
Ameriprise Financial
Signature Estate and Investment Advisors
Royal Bank of Canada
CI Private Wealth
Susquehanna International
Kestra Advisory Services
UBS Group

View all funds holding iShares S&P Global Utilities Sector