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 Q2	$69.2K	Buy	1,025 +88	+9%	+$5.99K	﹤0.01%	2213
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 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

Allworth Financial's KXI Position: Q2 2026 in Review

Allworth Financial increased its iShares Global Consumer Staples ETF (KXI) stake by 9.4% in Q2 2026, buying an estimated $5.99K and bringing the position to 1,025 shares worth $69.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Allworth Financial first reported a position in KXI in Q3 2021 and has held it in 20 quarters since. The position peaked at $77.4K in Q3 2025. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Allworth Financial held 1,025 shares of iShares Global Consumer Staples ETF worth $69.2K as of Q2 2026.
Allworth Financial bought 88 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $5.99K.
iShares Global Consumer Staples ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2213 holding.
Allworth Financial first reported a position in iShares Global Consumer Staples ETF in Q3 2021 and has held it in 20 quarters since.
Allworth Financial's iShares Global Consumer Staples ETF position peaked at $77.4K in Q3 2025.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.