Arrien Investments’s iShares Global Consumer Staples ETF KXI Stock Holding History

Arrien Investments’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
2024 Q4	–	Sell	-7,357	Closed	-$484K	–	38
2024 Q3	$484K	Sell	7,357 -141	-2%	-$8.93K	0.35%	23
2024 Q2	$451K	Buy	7,498 +216	+3%	+$13.1K	0.35%	24
2024 Q1	$444K	Sell	7,282 -4,131	-36%	-$247K	0.35%	27
2023 Q4	$677K	Sell	11,413 -891	-7%	-$51.3K	0.59%	22
2023 Q3	$702K	Buy	12,304 +521	+4%	+$31.4K	0.66%	19
2023 Q2	$721K	Sell	11,783 -3,407	-22%	-$212K	0.61%	20
2023 Q1	$941K	Buy	+15,190	New	+$909K	0.92%	17

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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 15.91% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Arrien Investments's KXI Position: Q4 2024 in Review

Arrien Investments sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2024, closing a stake of 7,357 shares — an estimated $484K sold.

Arrien Investments first reported a position in KXI in Q1 2023 and held it in 7 quarters. The position peaked at $941K in Q1 2023. 122 funds tracked by Wall St. Rank hold KXI as of Q4 2024.

Arrien Investments reported no remaining iShares Global Consumer Staples ETF position as of Q4 2024 after selling out during the quarter.
Arrien Investments sold 7,357 iShares Global Consumer Staples ETF shares in Q4 2024, an estimated $484K.
Arrien Investments first reported a position in iShares Global Consumer Staples ETF in Q1 2023 and held it in 7 quarters.
Arrien Investments's iShares Global Consumer Staples ETF position peaked at $941K in Q1 2023.
122 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2024.

Based on Arrien Investments's 13F filing for Q4 2024, filed 10 Feb 2025.