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

Baird Financial Group’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
2023
Q4 		– Sell
-13,359
Closed -$762K – 1762
2023
Q3 		$762K Sell
13,359
-179
-1% -$10.8K ﹤0.01% 1191
2023
Q2 		$828K Buy
+13,538
New +$842K ﹤0.01% 1175

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Fisher Asset Management
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RBA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group's KXI Position: Q4 2023 in Review

Baird Financial Group sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2023, closing a stake of 13,359 shares — an estimated $762K sold.

Baird Financial Group first reported a position in KXI in Q2 2023 and held it in 2 quarters. The position peaked at $828K in Q2 2023. 144 funds tracked by Wall St. Rank hold KXI as of Q4 2023.

  • Baird Financial Group reported no remaining iShares Global Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • Baird Financial Group sold 13,359 iShares Global Consumer Staples ETF shares in Q4 2023, an estimated $762K.
  • Baird Financial Group first reported a position in iShares Global Consumer Staples ETF in Q2 2023 and held it in 2 quarters.
  • Baird Financial Group's iShares Global Consumer Staples ETF position peaked at $828K in Q2 2023.
  • 144 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2023.

Based on Baird Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.