Advisory Services Network’s iShares Global Consumer Staples ETF KXI Stock Holding History

Advisory Services Network’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
2026 Q1	$33.5K	Buy	+500	New	+$34.4K	﹤0.01%	2873
2025 Q4	–	Sell	-500	Closed	-$32.2K	–	3187
2025 Q3	$32.2K	Buy	+500	New	+$32.7K	﹤0.01%	2718
2024 Q1	–	Sell	-209	Closed	-$12.4K	–	2668
2023 Q4	$12.4K	Buy	+209	New	+$12K	﹤0.01%	2764
2023 Q2	–	Sell	-209	Closed	-$12.9K	–	2647
2023 Q1	$12.9K	Hold	209	–	–	﹤0.01%	2762
2022 Q4	$12.5K	Buy	+209	New	+$12.1K	﹤0.01%	2745
2021 Q3	–	Sell	-1,190	Closed	-$73K	–	2414
2021 Q2	$73K	Sell	1,190 -2,947	-71%	-$179K	﹤0.01%	1787
2021 Q1	$240K	Buy	4,137 +291	+8%	+$16.5K	0.01%	1110
2020 Q4	$224K	Hold	3,846	–	–	0.01%	1022
2020 Q3	$213K	Sell	3,846 -120	-3%	-$6.58K	0.01%	953
2020 Q2	$205K	Sell	3,966 -394	-9%	-$20.1K	0.01%	935
2020 Q1	$208K	Sell	4,360 -109	-2%	-$5.77K	0.01%	806
2019 Q4	$248K	Buy	4,469 +2,549	+133%	+$139K	0.01%	836
2019 Q3	$101K	Hold	1,920	–	–	0.01%	1066
2019 Q2	$101K	Buy	+1,920	New	+$100K	0.01%	1064
2018 Q2	–	Sell	-138	Closed	-$7K	–	2597
2018 Q1	$7K	Hold	138	–	–	﹤0.01%	2001
2017 Q4	$7K	Sell	138 -102	-43%	-$5.29K	﹤0.01%	1965
2017 Q3	$12K	Buy	240 +48	+25%	+$2.47K	﹤0.01%	1551
2017 Q2	$10K	Buy	192 +2	+1%	+$103	﹤0.01%	1555
2017 Q1	$9K	Buy	+190	New	+$9.15K	﹤0.01%	1511
2016 Q3	$9K	Hold	190	–	–	﹤0.01%	1341
2016 Q2	$9K	Sell	190 -114	-38%	-$5.57K	﹤0.01%	1241
2016 Q1	$15K	Buy	304 +116	+62%	+$5.38K	﹤0.01%	972
2015 Q4	$9K	Buy	188 +50	+36%	+$2.33K	﹤0.01%	964
2015 Q3	$6K	Hold	138	–	–	﹤0.01%	1069
2015 Q2	$6K	Buy	+138	New	+$6.43K	﹤0.01%	1018

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

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

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisory Services Network's KXI Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares Global Consumer Staples ETF (KXI) in Q1 2026: 500 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #2873 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in KXI as recently as Q3 2025.

Advisory Services Network first reported a position in KXI in Q2 2015 and has held it in 25 quarters since. The position peaked at $248K in Q4 2019. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Advisory Services Network held 500 shares of iShares Global Consumer Staples ETF worth $33.5K as of Q1 2026.
iShares Global Consumer Staples ETF was a new Advisory Services Network position in Q1 2026.
iShares Global Consumer Staples ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2873 holding.
Advisory Services Network first reported a position in iShares Global Consumer Staples ETF in Q2 2015 and has held it in 25 quarters since.
Advisory Services Network's iShares Global Consumer Staples ETF position peaked at $248K in Q4 2019.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.