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

Allworth 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
Q1 		$62.8K Sell
937
-166
-15% -$11.4K ﹤0.01% 2155
2025
Q4 		$71.3K Sell
1,103
-99
-8% -$6.42K ﹤0.01% 1963
2025
Q3 		$77.4K Buy
1,202
+256
+27% +$16.7K ﹤0.01% 1824
2025
Q2 		$61.9K Buy
946
+62
+7% +$4.06K ﹤0.01% 1826
2025
Q1 		$57.9K Hold
884
– – ﹤0.01% 1486
2024
Q4 		$52.7K Hold
884
– – ﹤0.01% 1552
2024
Q3 		$58.1K Sell
884
-108
-11% -$6.84K ﹤0.01% 1339
2024
Q2 		$61.3K Hold
992
– – ﹤0.01% 1283
2024
Q1 		$60.5K Hold
992
– – ﹤0.01% 1228
2023
Q4 		$58.8K Hold
992
– – ﹤0.01% 1140
2023
Q3 		$56.6K Hold
992
– – ﹤0.01% 1073
2023
Q2 		$60.7K Hold
992
– – ﹤0.01% 1058
2023
Q1 		$61.5K Hold
992
– – ﹤0.01% 1008
2022
Q4 		$59.2K Hold
992
– – ﹤0.01% 955
2022
Q3 		$53K Hold
992
– – ﹤0.01% 941
2022
Q2 		$57K Hold
992
– – ﹤0.01% 863
2022
Q1 		$62K Hold
992
– – ﹤0.01% 833
2021
Q4 		$64K Hold
992
– – ﹤0.01% 780
2021
Q3 		$59K Buy
+992
New +$61.2K ﹤0.01% 740

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

Allworth Financial's KXI Position: Q1 2026 in Review

Allworth Financial reduced its iShares Global Consumer Staples ETF (KXI) stake by 15% in Q1 2026, selling an estimated $11.4K and leaving 937 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Allworth Financial first reported a position in KXI in Q3 2021 and has held it in 19 quarters since. The position peaked at $77.4K in Q3 2025. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Allworth Financial held 937 shares of iShares Global Consumer Staples ETF worth $62.8K as of Q1 2026.
  • Allworth Financial sold 166 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $11.4K.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2155 holding.
  • Allworth Financial first reported a position in iShares Global Consumer Staples ETF in Q3 2021 and has held it in 19 quarters since.
  • Allworth Financial's iShares Global Consumer Staples ETF position peaked at $77.4K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.