Atria Wealth Solutions’s iShares Global Consumer Staples ETF KXI Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-3,135	Closed	-$201K	–	1720
2025 Q1	$201K	Buy	+3,135	New	+$195K	﹤0.01%	1719
2024 Q4	–	Sell	-11,372	Closed	-$748K	–	2048
2024 Q3	$748K	Sell	11,372 -472	-4%	-$29.9K	0.01%	1042
2024 Q2	$712K	Buy	11,844 +6,609	+126%	+$402K	0.01%	1049
2024 Q1	$319K	Sell	5,235 -13,657	-72%	-$816K	﹤0.01%	1518
2023 Q4	$1.12M	Sell	18,892 -3,365	-15%	-$194K	0.01%	817
2023 Q3	$1.27M	Buy	22,257 +2,488	+13%	+$150K	0.02%	718
2023 Q2	$1.21M	Sell	19,769 -7,588	-28%	-$472K	0.02%	761
2023 Q1	$1.69M	Buy	27,357 +20,947	+327%	+$1.25M	0.03%	596
2022 Q4	$382K	Hold	6,410	–	–	0.01%	1224
2022 Q3	$344K	Hold	6,410	–	–	0.01%	1221
2022 Q2	$371K	Buy	+6,410	New	+$388K	0.01%	1113

Other funds holding KXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atria Wealth Solutions's KXI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2025, closing a stake of 3,135 shares — an estimated $201K sold.

Atria Wealth Solutions first reported a position in KXI in Q2 2022 and held it in 11 quarters. The position peaked at $1.69M in Q1 2023. 133 funds tracked by Wall St. Rank hold KXI as of Q2 2025.

Atria Wealth Solutions reported no remaining iShares Global Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,135 iShares Global Consumer Staples ETF shares in Q2 2025, an estimated $201K.
Atria Wealth Solutions first reported a position in iShares Global Consumer Staples ETF in Q2 2022 and held it in 11 quarters.
Atria Wealth Solutions's iShares Global Consumer Staples ETF position peaked at $1.69M in Q1 2023.
133 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.