American Portfolios Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

American Portfolios Advisors’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
2022 Q3	$4.18K	Hold	78	–	–	﹤0.01%	2892
2022 Q2	$4.51K	Sell	78 -16	-17%	-$968	﹤0.01%	2861
2022 Q1	$5.84K	Hold	94	–	–	﹤0.01%	2888
2021 Q4	$6.08K	Hold	94	–	–	﹤0.01%	2821
2021 Q3	$5.64K	Hold	94	–	–	﹤0.01%	2805
2021 Q2	$5.75K	Hold	94	–	–	﹤0.01%	2754
2021 Q1	$5.46K	Hold	94	–	–	﹤0.01%	2662
2020 Q4	$5.48K	Hold	94	–	–	﹤0.01%	2370
2020 Q3	$5.21K	Sell	94 -21	-18%	-$1.15K	﹤0.01%	2267
2020 Q2	$5.95K	Sell	115 -26	-18%	-$1.32K	﹤0.01%	2168
2020 Q1	$6.74K	Sell	141 -1,293	-90%	-$68.4K	﹤0.01%	1970
2019 Q4	$79.5K	Buy	1,434 +4	+0.3%	+$218	0.01%	1162
2019 Q3	$78.4K	Sell	1,430 -100	-7%	-$5.39K	0.01%	1105
2019 Q2	$80.5K	Hold	1,530	–	–	0.01%	1080
2019 Q1	$79.1K	Sell	1,530 -199	-12%	-$9.73K	0.01%	983
2018 Q4	$79.5K	Buy	+1,729	New	+$84.9K	0.01%	823

Other funds holding KXI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's KXI Position: Q3 2022 in Review

American Portfolios Advisors held its iShares Global Consumer Staples ETF (KXI) position steady in Q3 2022 at 78 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

American Portfolios Advisors first reported a position in KXI in Q4 2018 and has held it in 16 quarters since. The position peaked at $80.5K in Q2 2019. 139 funds tracked by Wall St. Rank hold KXI as of Q3 2022.

American Portfolios Advisors held 78 shares of iShares Global Consumer Staples ETF worth $4.18K as of Q3 2022.
American Portfolios Advisors left its iShares Global Consumer Staples ETF share count unchanged in Q3 2022.
iShares Global Consumer Staples ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2892 holding.
American Portfolios Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's iShares Global Consumer Staples ETF position peaked at $80.5K in Q2 2019.
139 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.