Better Money Decisions’s iShares Global Consumer Staples ETF KXI Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-210	Closed	-$12K	–	259
2022 Q2	$12K	Buy	+210	New	+$12.7K	0.01%	290
2021 Q4	–	Sell	-205	Closed	-$12K	–	341
2021 Q3	$12K	Hold	205	–	–	0.01%	364
2021 Q2	$13K	Buy	205 +2	+1%	+$122	0.01%	339
2021 Q1	$12K	Buy	+203	New	+$11.5K	0.01%	299

Other funds holding KXI

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Better Money Decisions's KXI Position: Q3 2022 in Review

Better Money Decisions sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2022, closing a stake of 210 shares — an estimated $12K sold.

Better Money Decisions first reported a position in KXI in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 139 funds tracked by Wall St. Rank hold KXI as of Q3 2022.

Better Money Decisions reported no remaining iShares Global Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 210 iShares Global Consumer Staples ETF shares in Q3 2022, an estimated $12K.
Better Money Decisions first reported a position in iShares Global Consumer Staples ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's iShares Global Consumer Staples ETF position peaked at $13K in Q2 2021.
139 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.