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Ahrens Investment Partners’s iShares Global Consumer Staples ETF KXI Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$8.05K Buy
+130
New +$7.78K ﹤0.01% 679
2022
Q3 		– Sell
-130
Closed -$8K – 574
2022
Q2 		$8K Hold
130
– – ﹤0.01% 686
2022
Q1 		$8K Hold
130
– – ﹤0.01% 773
2021
Q4 		$8K Buy
+130
New +$8.07K ﹤0.01% 788

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ahrens Investment Partners's KXI Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Global Consumer Staples ETF (KXI) in Q1 2023: 130 shares worth $8.05K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in KXI as recently as Q2 2022.

Ahrens Investment Partners first reported a position in KXI in Q4 2021 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold KXI as of Q1 2023.

  • Ahrens Investment Partners held 130 shares of iShares Global Consumer Staples ETF worth $8.05K as of Q1 2023.
  • iShares Global Consumer Staples ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #679 holding.
  • Ahrens Investment Partners first reported a position in iShares Global Consumer Staples ETF in Q4 2021 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.