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Advisornet Financial’s iShares Global Consumer Staples ETF KXI Stock Holding History

Advisornet Financial’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
-1,957
Closed -$105K – 2442
2022
Q3 		$105K Sell
1,957
-55
-3% -$3.22K 0.01% 649
2022
Q2 		$116K Sell
2,012
-42
-2% -$2.54K 0.01% 629
2022
Q1 		$128K Sell
2,054
-87
-4% -$5.42K 0.01% 672
2021
Q4 		$139K Sell
2,141
-814
-28% -$50.5K 0.01% 689
2021
Q3 		$177K Sell
2,955
-288
-9% -$17.8K 0.01% 614
2021
Q2 		$198K Sell
3,243
-2,750
-46% -$167K 0.01% 595
2021
Q1 		$348K Sell
5,993
-10,069
-63% -$572K 0.02% 432
2020
Q4 		$936K Buy
16,062
+39
+0.2% +$2.22K 0.08% 230
2020
Q3 		$888K Buy
16,023
+1,201
+8% +$65.9K 0.08% 234
2020
Q2 		$767K Buy
14,822
+1,405
+10% +$71.5K 0.06% 257
2020
Q1 		$641K Sell
13,417
-220
-2% -$11.6K 0.06% 257
2019
Q4 		$757K Buy
13,637
+738
+6% +$40.3K 0.06% 255
2019
Q3 		$707K Buy
+12,899
New +$695K 0.07% 271

Other funds holding KXI

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
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
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 $27.8B AUM 31.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Advisornet Financial's KXI Position: Q4 2022 in Review

Advisornet Financial sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2022, closing a stake of 1,957 shares — an estimated $105K sold.

Advisornet Financial first reported a position in KXI in Q3 2019 and held it in 13 quarters. The position peaked at $936K in Q4 2020. 154 funds tracked by Wall St. Rank hold KXI as of Q4 2022.

  • Advisornet Financial reported no remaining iShares Global Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 1,957 iShares Global Consumer Staples ETF shares in Q4 2022, an estimated $105K.
  • Advisornet Financial first reported a position in iShares Global Consumer Staples ETF in Q3 2019 and held it in 13 quarters.
  • Advisornet Financial's iShares Global Consumer Staples ETF position peaked at $936K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.