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

Abound Wealth Management’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
2023
Q3 		– Sell
-254
Closed -$15.5K – 1197
2023
Q2 		$15.5K Buy
+254
New +$15.8K 0.01% 261
2022
Q2 		– Sell
-48
Closed -$2.98K – 124
2022
Q1 		$2.98K Buy
+48
New +$2.99K ﹤0.01% 106

Other funds holding KXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Abound Wealth Management's KXI Position: Q3 2023 in Review

Abound Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2023, closing a stake of 254 shares — an estimated $15.5K sold.

Abound Wealth Management first reported a position in KXI in Q1 2022 and held it in 2 quarters. The position peaked at $15.5K in Q2 2023. 142 funds tracked by Wall St. Rank hold KXI as of Q3 2023.

  • Abound Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • Abound Wealth Management sold 254 iShares Global Consumer Staples ETF shares in Q3 2023, an estimated $15.5K.
  • Abound Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q1 2022 and held it in 2 quarters.
  • Abound Wealth Management's iShares Global Consumer Staples ETF position peaked at $15.5K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2023.

Based on Abound Wealth Management's 13F filing for Q3 2023, filed 8 Aug 2024.