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

Aaron Wealth Advisors’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
2022
Q4 		– Sell
-8,900
Closed -$477K – 259
2022
Q3 		$477K Sell
8,900
-7,913
-47% -$463K 0.09% 116
2022
Q2 		$972K Hold
16,813
– – 0.24% 63
2022
Q1 		$1.04M Buy
+16,813
New +$1.05M 0.24% 58

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Aaron Wealth Advisors's KXI Position: Q4 2022 in Review

Aaron Wealth Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2022, closing a stake of 8,900 shares — an estimated $477K sold.

Aaron Wealth Advisors first reported a position in KXI in Q1 2022 and held it in 3 quarters. The position peaked at $1.04M in Q1 2022. 154 funds tracked by Wall St. Rank hold KXI as of Q4 2022.

  • Aaron Wealth Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 8,900 iShares Global Consumer Staples ETF shares in Q4 2022, an estimated $477K.
  • Aaron Wealth Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2022 and held it in 3 quarters.
  • Aaron Wealth Advisors's iShares Global Consumer Staples ETF position peaked at $1.04M in Q1 2022.
  • 154 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2022.

Based on Aaron Wealth Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.