AssetMark Inc
KXI icon

AssetMark Inc’s iShares Global Consumer Staples ETF KXI Stock Holding History

AssetMark Inc’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 		$3.38K Sell
50
-43
-46% -$2.92K ﹤0.01% 2823
2026
Q1 		$6.23K Buy
+93
New +$6.4K ﹤0.01% 2486

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
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

AssetMark Inc's KXI Position: Q2 2026 in Review

AssetMark Inc reduced its iShares Global Consumer Staples ETF (KXI) stake by 46% in Q2 2026, selling an estimated $2.92K and leaving 50 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

AssetMark Inc first reported a position in KXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.23K in Q1 2026. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • AssetMark Inc held 50 shares of iShares Global Consumer Staples ETF worth $3.38K as of Q2 2026.
  • AssetMark Inc sold 43 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $2.92K.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2823 holding.
  • AssetMark Inc first reported a position in iShares Global Consumer Staples ETF in Q1 2026 and has held it in 2 quarters since.
  • AssetMark Inc's iShares Global Consumer Staples ETF position peaked at $6.23K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.