BigSur Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

BigSur Wealth Management’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
2025 Q3	–	Sell	-1,600	Closed	-$105K	–	161
2025 Q2	$105K	Hold	1,600	–	–	0.03%	148
2025 Q1	$102K	Hold	1,600	–	–	0.03%	147
2024 Q4	$96.5K	Hold	1,600	–	–	0.03%	146
2024 Q3	$105K	Buy	+1,600	New	+$101K	0.03%	152
2024 Q2	–	Sell	-1,600	Closed	-$97.6K	–	154
2024 Q1	$97.6K	Hold	1,600	–	–	0.03%	142
2023 Q4	$94.9K	Buy	+1,600	New	+$92.1K	0.05%	111

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

FDCDDQ

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

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

BigSur Wealth Management's KXI Position: Q3 2025 in Review

BigSur Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2025, closing a stake of 1,600 shares — an estimated $105K sold.

BigSur Wealth Management first reported a position in KXI in Q4 2023 and held it in 6 quarters. The position peaked at $105K in Q3 2024. 130 funds tracked by Wall St. Rank hold KXI as of Q3 2025.

BigSur Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
BigSur Wealth Management sold 1,600 iShares Global Consumer Staples ETF shares in Q3 2025, an estimated $105K.
BigSur Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q4 2023 and held it in 6 quarters.
BigSur Wealth Management's iShares Global Consumer Staples ETF position peaked at $105K in Q3 2024.
130 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2025.

Based on BigSur Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.