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Blue Trust Inc’s iShares Global Consumer Staples ETF KXI Stock Holding History

Blue Trust Inc’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
2026
Q2 		$3.38K Hold
50
– – ﹤0.01% 2104
2026
Q1 		$3.35K Hold
50
– – ﹤0.01% 2060
2025
Q4 		$3.23K Sell
50
-39
-44% -$2.53K ﹤0.01% 2066
2025
Q3 		$5.73K Buy
89
+39
+78% +$2.55K ﹤0.01% 1966
2025
Q2 		$3.27K Hold
50
– – ﹤0.01% 2066
2025
Q1 		$3.2K Hold
50
– – ﹤0.01% 2164
2024
Q4 		$3.02K Sell
50
-950
-95% -$59.9K ﹤0.01% 2167
2024
Q3 		$60.1K Buy
1,000
+595
+147% +$37.7K ﹤0.01% 1486
2024
Q2 		$24.7K Hold
405
– – ﹤0.01% 1565
2024
Q1 		$24.7K Buy
405
+116
+40% +$6.93K ﹤0.01% 1151
2023
Q4 		$16K Sell
289
-1,063
-79% -$61.2K ﹤0.01% 1397
2023
Q3 		$83K Buy
1,352
+917
+211% +$55.3K ﹤0.01% 676
2023
Q2 		$27K Sell
435
-7,355
-94% -$458K ﹤0.01% 929
2023
Q1 		$465K Buy
7,790
+134
+2% +$8.02K 0.01% 310
2022
Q4 		$410K Buy
7,656
+4,834
+171% +$280K 0.01% 288
2022
Q3 		$163K Buy
2,822
+1,668
+145% +$97.6K ﹤0.01% 383
2022
Q2 		$72K Buy
+1,154
New +$69.8K ﹤0.01% 591

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Blue Trust Inc's KXI Position: Q2 2026 in Review

Blue Trust Inc held its iShares Global Consumer Staples ETF (KXI) position steady in Q2 2026 at 50 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Blue Trust Inc first reported a position in KXI in Q2 2022 and has held it in 17 quarters since. The position peaked at $465K in Q1 2023. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Blue Trust Inc held 50 shares of iShares Global Consumer Staples ETF worth $3.38K as of Q2 2026.
  • Blue Trust Inc left its iShares Global Consumer Staples ETF share count unchanged in Q2 2026.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2104 holding.
  • Blue Trust Inc first reported a position in iShares Global Consumer Staples ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares Global Consumer Staples ETF position peaked at $465K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.