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

Affiance 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
2026 Q2	$324K	Hold	4,800	–	–	0.05%	91
2026 Q1	$322K	Hold	4,800	–	–	0.05%	91
2025 Q4	$310K	Hold	4,800	–	–	0.05%	87
2025 Q3	$309K	Hold	4,800	–	–	0.06%	86
2025 Q2	$314K	Hold	4,800	–	–	0.06%	83
2025 Q1	$307K	Sell	4,800 -21	-0.4%	-$1.3K	0.07%	83
2024 Q4	$291K	Sell	4,821 -160	-3%	-$10.1K	0.07%	89
2024 Q3	$328K	Hold	4,981	–	–	0.08%	83
2024 Q2	$299K	Hold	4,981	–	–	0.08%	79
2024 Q1	$304K	Hold	4,981	–	–	0.08%	82
2023 Q4	$295K	Sell	4,981 -61	-1%	-$3.51K	0.09%	88
2023 Q3	$288K	Hold	5,042	–	–	0.15%	84
2023 Q2	$309K	Hold	5,042	–	–	0.15%	87
2023 Q1	$312K	Hold	5,042	–	–	0.17%	80
2022 Q4	$301K	Sell	5,042 -18	-0.4%	-$1.04K	0.12%	88
2022 Q3	$271K	Hold	5,060	–	–	0.15%	67
2022 Q2	$293K	Hold	5,060	–	–	0.16%	72
2022 Q1	$314K	Hold	5,060	–	–	0.15%	78
2021 Q4	$328K	Hold	5,060	–	–	0.14%	90
2021 Q3	$303K	Hold	5,060	–	–	0.13%	91
2021 Q2	$309K	Hold	5,060	–	–	0.13%	91
2021 Q1	$294K	Hold	5,060	–	–	0.13%	89
2020 Q4	$295K	Hold	5,060	–	–	0.15%	87
2020 Q3	$280K	Hold	5,060	–	–	0.16%	82
2020 Q2	$262K	Sell	5,060 -145	-3%	-$7.38K	0.14%	80
2020 Q1	$249K	Hold	5,205	–	–	0.17%	73
2019 Q4	$289K	Sell	5,205 -115	-2%	-$6.28K	0.16%	76
2019 Q3	$292K	Sell	5,320 -260	-5%	-$14K	0.18%	77
2019 Q2	$294K	Hold	5,580	–	–	0.18%	78
2019 Q1	$288K	Sell	5,580 -360	-6%	-$17.6K	0.18%	77
2018 Q4	$273K	Hold	5,940	–	–	0.18%	78
2018 Q3	$298K	Sell	5,940 -760	-11%	-$38.2K	0.2%	72
2018 Q2	$328K	Sell	6,700 -50	-0.7%	-$2.45K	0.25%	68
2018 Q1	$339K	Sell	6,750 -2,640	-28%	-$136K	0.3%	57
2017 Q4	$497K	Hold	9,390	–	–	0.37%	43
2017 Q3	$478K	Hold	9,390	–	–	0.38%	44
2017 Q2	$480K	Hold	9,390	–	–	0.38%	43
2017 Q1	$467K	Hold	9,390	–	–	0.36%	44
2016 Q4	$432K	Hold	9,390	–	–	0.35%	53
2016 Q3	$466K	Hold	9,390	–	–	0.38%	44
2016 Q2	$470K	Sell	9,390 -750	-7%	-$36.7K	0.4%	44
2016 Q1	$494K	Hold	10,140	–	–	0.47%	40
2015 Q4	$472K	Hold	10,140	–	–	0.48%	43
2015 Q3	$451K	Hold	10,140	–	–	0.57%	44
2015 Q2	$456K	Sell	10,140 -2,300	-18%	-$107K	0.58%	50
2015 Q1	$570K	Hold	12,440	–	–	0.87%	33
2014 Q4	$557K	Buy	+12,440	New	+$557K	0.98%	27

Other funds holding KXI

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

SMWM

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Affiance Financial's KXI Position: Q2 2026 in Review

Affiance Financial held its iShares Global Consumer Staples ETF (KXI) position steady in Q2 2026 at 4,800 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #91.

Affiance Financial first reported a position in KXI in Q4 2014 and has held it in 47 quarters since. The position peaked at $570K in Q1 2015. 12 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Affiance Financial held 4,800 shares of iShares Global Consumer Staples ETF worth $324K as of Q2 2026.
Affiance Financial left its iShares Global Consumer Staples ETF share count unchanged in Q2 2026.
iShares Global Consumer Staples ETF made up 0.05% of Affiance Financial's portfolio in Q2 2026, its #91 holding.
Affiance Financial first reported a position in iShares Global Consumer Staples ETF in Q4 2014 and has held it in 47 quarters since.
Affiance Financial's iShares Global Consumer Staples ETF position peaked at $570K in Q1 2015.
12 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.