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

AE 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
2026 Q2	$72.9K	Sell	1,079 -282	-21%	-$19.2K	﹤0.01%	2001
2026 Q1	$91.2K	Buy	1,361 +254	+23%	+$17.5K	﹤0.01%	1824
2025 Q4	$71.6K	Buy	1,107 +87	+9%	+$5.64K	﹤0.01%	1776
2025 Q3	$65.7K	Buy	1,020 +4	+0.4%	+$261	﹤0.01%	1664
2025 Q2	$66.4K	Buy	1,016 +383	+61%	+$25.1K	﹤0.01%	1566
2025 Q1	$40.5K	Hold	633	–	–	﹤0.01%	1615
2024 Q4	$38.2K	Buy	+633	New	+$39.9K	﹤0.01%	1600
2021 Q3	–	Sell	-7,733	Closed	-$473K	–	1681
2021 Q2	$473K	Buy	7,733 +295	+4%	+$18K	﹤0.01%	1160
2021 Q1	$432K	Buy	7,438 +162	+2%	+$9.2K	﹤0.01%	1089
2020 Q4	$424K	Buy	7,276 +653	+10%	+$37.1K	﹤0.01%	1014
2020 Q3	$367K	Sell	6,623 -2,736	-29%	-$150K	0.01%	971
2020 Q2	$484K	Buy	+9,359	New	+$476K	0.01%	893

Other funds holding KXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

AE Wealth Management's KXI Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Global Consumer Staples ETF (KXI) stake by 21% in Q2 2026, selling an estimated $19.2K and leaving 1,079 shares worth $72.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

AE Wealth Management first reported a position in KXI in Q2 2020 and has held it in 12 quarters since. The position peaked at $484K in Q2 2020. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

AE Wealth Management held 1,079 shares of iShares Global Consumer Staples ETF worth $72.9K as of Q2 2026.
AE Wealth Management sold 282 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $19.2K.
iShares Global Consumer Staples ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2001 holding.
AE Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q2 2020 and has held it in 12 quarters since.
AE Wealth Management's iShares Global Consumer Staples ETF position peaked at $484K in Q2 2020.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.