Arlington Trust’s iShares Global Consumer Staples ETF KXI Stock Holding History

Arlington Trust’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 Q3	$6.54K	Hold	100	–	–	﹤0.01%	603
2026 Q2	$6.75K	Hold	100	–	–	﹤0.01%	520
2026 Q1	$6.7K	Hold	100	–	–	﹤0.01%	488
2025 Q4	$6.46K	Hold	100	–	–	﹤0.01%	355
2025 Q3	$6.44K	Hold	100	–	–	﹤0.01%	511
2025 Q2	$6.54K	Hold	100	–	–	﹤0.01%	514
2025 Q1	$6.4K	Buy	+100	New	+$6.21K	﹤0.01%	540
2024 Q1	–	Sell	-500	Closed	-$29.6K	–	715
2023 Q4	$29.6K	Buy	+500	New	+$28.8K	0.01%	321

Other funds holding KXI

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

Arlington Trust's KXI Position: Q3 2026 in Review

Arlington Trust held its iShares Global Consumer Staples ETF (KXI) position steady in Q3 2026 at 100 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Arlington Trust first reported a position in KXI in Q4 2023 and has held it in 8 quarters since. The position peaked at $29.6K in Q4 2023. 20 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

Arlington Trust held 100 shares of iShares Global Consumer Staples ETF worth $6.54K as of Q3 2026.
Arlington Trust left its iShares Global Consumer Staples ETF share count unchanged in Q3 2026.
iShares Global Consumer Staples ETF made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #603 holding.
Arlington Trust first reported a position in iShares Global Consumer Staples ETF in Q4 2023 and has held it in 8 quarters since.
Arlington Trust's iShares Global Consumer Staples ETF position peaked at $29.6K in Q4 2023.
20 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.