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Aviso Financial’s iShares Global Consumer Staples ETF KXI Stock Holding History

Aviso Financial’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
Q3 		– Sell
-121
Closed -$7.91K – 362
2025
Q2 		$7.91K Buy
+121
New +$7.92K ﹤0.01% 295

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aviso Financial's KXI Position: Q3 2025 in Review

Aviso Financial sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2025, closing a stake of 121 shares — an estimated $7.91K sold.

Aviso Financial first reported a position in KXI in Q2 2025 and held it in 1 quarter. The position peaked at $7.91K in Q2 2025. 130 funds tracked by Wall St. Rank hold KXI as of Q3 2025.

  • Aviso Financial reported no remaining iShares Global Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • Aviso Financial sold 121 iShares Global Consumer Staples ETF shares in Q3 2025, an estimated $7.91K.
  • Aviso Financial first reported a position in iShares Global Consumer Staples ETF in Q2 2025 and held it in 1 quarter.
  • Aviso Financial's iShares Global Consumer Staples ETF position peaked at $7.91K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2025.

Based on Aviso Financial's 13F filing for Q3 2025, filed 12 Nov 2025.