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Axiom Advisory’s iShares Global Consumer Staples ETF KXI Stock Holding History

Axiom Advisory’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
Q3 		$1.87M Sell
29,504
-7,760
-21% -$492K 0.02% 120
2024
Q2 		$2.26M Buy
+37,264
New +$2.26M 0.02% 98

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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axiom Advisory's KXI Position: Q3 2024 in Review

Axiom Advisory reduced its iShares Global Consumer Staples ETF (KXI) stake by 21% in Q3 2024, selling an estimated $492K and leaving 29,504 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #120.

Axiom Advisory first reported a position in KXI in Q2 2024 and has held it in 2 quarters since. The position peaked at $2.26M in Q2 2024. 120 funds tracked by Wall St. Rank hold KXI as of Q3 2024.

  • Axiom Advisory held 29,504 shares of iShares Global Consumer Staples ETF worth $1.87M as of Q3 2024.
  • Axiom Advisory sold 7,760 iShares Global Consumer Staples ETF shares in Q3 2024, an estimated $492K.
  • iShares Global Consumer Staples ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #120 holding.
  • Axiom Advisory first reported a position in iShares Global Consumer Staples ETF in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's iShares Global Consumer Staples ETF position peaked at $2.26M in Q2 2024.
  • 120 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.