1776 Wealth’s iShares Global Consumer Staples ETF KXI Stock Holding History

1776 Wealth’s Portfolio KXI Stock Details KXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,100	Closed	-$108K	–	220
2020 Q2	$108K	Sell	2,100 -1,800	-46%	-$91.6K	0.07%	136
2020 Q1	$199K	Buy	3,900 +2,100	+117%	+$111K	0.08%	139
2019 Q4	$99K	Buy	+1,800	New	+$98.3K	0.08%	140

Other funds holding KXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

1776 Wealth's KXI Position: Q3 2020 in Review

1776 Wealth sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2020, closing a stake of 2,100 shares — an estimated $108K sold.

1776 Wealth first reported a position in KXI in Q4 2019 and held it in 3 quarters. The position peaked at $199K in Q1 2020. 115 funds tracked by Wall St. Rank hold KXI as of Q3 2020.

1776 Wealth reported no remaining iShares Global Consumer Staples ETF position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 2,100 iShares Global Consumer Staples ETF shares in Q3 2020, an estimated $108K.
1776 Wealth first reported a position in iShares Global Consumer Staples ETF in Q4 2019 and held it in 3 quarters.
1776 Wealth's iShares Global Consumer Staples ETF position peaked at $199K in Q1 2020.
115 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.