Blue Trust Inc
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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
Q3 		$3.27K Hold
50
– – ﹤0.01% 1944
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% +$6.94K ﹤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

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Blue Trust Inc's KXI Position: Q3 2026 in Review

Blue Trust Inc held its iShares Global Consumer Staples ETF (KXI) position steady in Q3 2026 at 50 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Blue Trust Inc first reported a position in KXI in Q2 2022 and has held it in 18 quarters since. The position peaked at $465K in Q1 2023. 35 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

  • Blue Trust Inc held 50 shares of iShares Global Consumer Staples ETF worth $3.27K as of Q3 2026.
  • Blue Trust Inc left its iShares Global Consumer Staples ETF share count unchanged in Q3 2026.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1944 holding.
  • Blue Trust Inc first reported a position in iShares Global Consumer Staples ETF in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's iShares Global Consumer Staples ETF position peaked at $465K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.