Bank Hapoalim BM’s iShares Global Consumer Staples ETF KXI Stock Holding History

Bank Hapoalim BM’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
2020 Q4	–	Sell	-4,000	Closed	-$222	–	201
2020 Q3	$222	Hold	4,000	–	–	0.01%	164
2020 Q2	$207K	Buy	+4,000	New	+$204K	0.05%	173
2020 Q1	–	Sell	-4,000	Closed	-$222K	–	176
2019 Q4	$222K	Buy	+4,000	New	+$218K	0.05%	162
2019 Q3	–	Sell	-4,000	Closed	-$211K	–	179
2019 Q2	$211K	Buy	+4,000	New	+$209K	0.05%	161
2018 Q4	–	Sell	-4,000	Closed	-$201K	–	183
2018 Q3	$201K	Buy	+4,000	New	+$201K	0.05%	175
2017 Q4	–	Sell	-6,800	Closed	-$346K	–	213
2017 Q3	$346K	Hold	6,800	–	–	0.08%	168
2017 Q2	$348K	Hold	6,800	–	–	0.08%	157
2017 Q1	$338K	Hold	6,800	–	–	0.08%	147
2016 Q4	$313K	Hold	6,800	–	–	0.08%	140
2016 Q3	$338K	Buy	+6,800	New	+$339K	0.08%	149

Other funds holding KXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank Hapoalim BM's KXI Position: Q4 2020 in Review

Bank Hapoalim BM sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2020, closing a stake of 4,000 shares — an estimated $222 sold.

Bank Hapoalim BM first reported a position in KXI in Q3 2016 and held it in 10 quarters. The position peaked at $348K in Q2 2017. 122 funds tracked by Wall St. Rank hold KXI as of Q4 2020.

Bank Hapoalim BM reported no remaining iShares Global Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
Bank Hapoalim BM sold 4,000 iShares Global Consumer Staples ETF shares in Q4 2020, an estimated $222.
Bank Hapoalim BM first reported a position in iShares Global Consumer Staples ETF in Q3 2016 and held it in 10 quarters.
Bank Hapoalim BM's iShares Global Consumer Staples ETF position peaked at $348K in Q2 2017.
122 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2020.

Based on Bank Hapoalim BM's 13F filing for Q4 2020, filed 3 Feb 2021.