BPWA
KXI icon

Beacon Pointe Wealth Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		– Sell
-4,441
Closed -$243K – 282
2019
Q3 		$243K Hold
4,441
– – 0.05% 229
2019
Q2 		$234K Hold
4,441
– – 0.05% 241
2019
Q1 		$230K Buy
+4,441
New +$217K 0.05% 235

Other funds holding KXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Beacon Pointe Wealth Advisors's KXI Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2019, closing a stake of 4,441 shares — an estimated $243K sold.

Beacon Pointe Wealth Advisors first reported a position in KXI in Q1 2019 and held it in 3 quarters. The position peaked at $243K in Q3 2019. 118 funds tracked by Wall St. Rank hold KXI as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 4,441 iShares Global Consumer Staples ETF shares in Q4 2019, an estimated $243K.
  • Beacon Pointe Wealth Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2019 and held it in 3 quarters.
  • Beacon Pointe Wealth Advisors's iShares Global Consumer Staples ETF position peaked at $243K in Q3 2019.
  • 118 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.