Anchor Investment Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Anchor Investment Management’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	$96.2K	Hold	1,435	–	–	0.01%	488
2025 Q4	$92.8K	Hold	1,435	–	–	0.01%	500
2025 Q3	$92.4K	Hold	1,435	–	–	0.01%	502
2025 Q2	$93.8K	Hold	1,435	–	–	0.01%	487
2025 Q1	$91.9K	Hold	1,435	–	–	0.01%	476
2024 Q4	$86.5K	Sell	1,435 -30	-2%	-$1.89K	0.01%	488
2024 Q3	$96.3K	Hold	1,465	–	–	0.01%	473
2024 Q2	$88.1K	Hold	1,465	–	–	0.01%	445
2024 Q1	$89.4K	Hold	1,465	–	–	0.01%	461
2023 Q4	$86.9K	Buy	1,465 +965	+193%	+$55.6K	0.01%	455
2023 Q3	$28.5K	Hold	500	–	–	﹤0.01%	604
2023 Q2	$30.6K	Hold	500	–	–	﹤0.01%	584
2023 Q1	$31K	Hold	500	–	–	﹤0.01%	604
2022 Q4	$29.8K	Buy	+500	New	+$29K	﹤0.01%	591
2020 Q3	–	Sell	-100	Closed	-$5.17K	–	922
2020 Q2	$5.17K	Hold	100	–	–	﹤0.01%	704
2020 Q1	$4.78K	Hold	100	–	–	﹤0.01%	692
2019 Q4	$5.55K	Sell	100 -30	-23%	-$1.64K	﹤0.01%	695
2019 Q3	$7.13K	Hold	130	–	–	﹤0.01%	668
2019 Q2	$6.84K	Hold	130	–	–	﹤0.01%	663
2019 Q1	$6.72K	Hold	130	–	–	﹤0.01%	661
2018 Q4	$5.98K	Hold	130	–	–	﹤0.01%	676
2018 Q3	$6.53K	Hold	130	–	–	﹤0.01%	701
2018 Q2	$6.37K	Hold	130	–	–	﹤0.01%	714
2018 Q1	$6.52K	Hold	130	–	–	﹤0.01%	692
2017 Q4	$6.89K	Hold	130	–	–	﹤0.01%	680
2017 Q3	$6.62K	Hold	130	–	–	﹤0.01%	665
2017 Q2	$6.65K	Hold	130	–	–	﹤0.01%	605
2017 Q1	$6.46K	Hold	130	–	–	﹤0.01%	603
2016 Q4	$5.99K	Hold	130	–	–	﹤0.01%	588
2016 Q3	$6.46K	Hold	130	–	–	﹤0.01%	563
2016 Q2	$6.51K	Hold	130	–	–	﹤0.01%	561
2016 Q1	$6.33K	Buy	+130	New	+$6.03K	﹤0.01%	538

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Anchor Investment Management's KXI Position: Q1 2026 in Review

Anchor Investment Management held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 1,435 shares worth $96.2K. The position accounts for 0.01% of the portfolio, ranked #488.

Anchor Investment Management first reported a position in KXI in Q1 2016 and has held it in 32 quarters since. The position peaked at $96.3K in Q3 2024. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Anchor Investment Management held 1,435 shares of iShares Global Consumer Staples ETF worth $96.2K as of Q1 2026.
Anchor Investment Management left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
iShares Global Consumer Staples ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #488 holding.
Anchor Investment Management first reported a position in iShares Global Consumer Staples ETF in Q1 2016 and has held it in 32 quarters since.
Anchor Investment Management's iShares Global Consumer Staples ETF position peaked at $96.3K in Q3 2024.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.