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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
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 $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Blue Trust Inc's KXI Position: Q1 2026 in Review

Blue Trust Inc held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 50 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Blue Trust Inc first reported a position in KXI in Q2 2022 and has held it in 16 quarters since. The position peaked at $465K in Q1 2023. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Blue Trust Inc held 50 shares of iShares Global Consumer Staples ETF worth $3.35K as of Q1 2026.
  • Blue Trust Inc left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #2060 holding.
  • Blue Trust Inc first reported a position in iShares Global Consumer Staples ETF in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's iShares Global Consumer Staples ETF position peaked at $465K in Q1 2023.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.