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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's KXI Position: Q1 2026 in Review

AE Wealth Management increased its iShares Global Consumer Staples ETF (KXI) stake by 23% in Q1 2026, buying an estimated $17.5K and bringing the position to 1,361 shares worth $91.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

AE Wealth Management first reported a position in KXI in Q2 2020 and has held it in 11 quarters since. The position peaked at $484K in Q2 2020. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • AE Wealth Management held 1,361 shares of iShares Global Consumer Staples ETF worth $91.2K as of Q1 2026.
  • AE Wealth Management bought 254 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $17.5K.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1824 holding.
  • AE Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q2 2020 and has held it in 11 quarters since.
  • AE Wealth Management's iShares Global Consumer Staples ETF position peaked at $484K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.