Buckingham Strategic Wealth’s iShares Global Consumer Staples ETF KXI Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$304K	Sell	5,055 -2,754	-35%	-$167K	﹤0.01%	597
2024 Q1	$477K	Hold	7,809	–	–	0.01%	470
2023 Q4	$463K	Buy	7,809 +2,754	+54%	+$159K	0.01%	457
2023 Q3	$288K	Sell	5,055 -50	-1%	-$3.01K	﹤0.01%	532
2023 Q2	$312K	Hold	5,105	–	–	﹤0.01%	527
2023 Q1	$304K	Hold	5,105	–	–	0.01%	479
2022 Q4	$304K	Hold	5,105	–	–	0.01%	481
2022 Q3	$274K	Sell	5,105 -85	-2%	-$4.97K	0.01%	489
2022 Q2	$300K	Hold	5,190	–	–	0.01%	466
2022 Q1	$322K	Hold	5,190	–	–	0.01%	452
2021 Q4	$336K	Hold	5,190	–	–	0.01%	451
2021 Q3	$311K	Sell	5,190 -75	-1%	-$4.63K	0.01%	459
2021 Q2	$322K	Hold	5,265	–	–	0.01%	451
2021 Q1	$306K	Hold	5,265	–	–	0.02%	434
2020 Q4	$307K	Hold	5,265	–	–	0.02%	411
2020 Q3	$292K	Sell	5,265 -95	-2%	-$5.21K	0.02%	370
2020 Q2	$277K	Hold	5,360	–	–	0.03%	327
2020 Q1	$256K	Sell	5,360 -354	-6%	-$18.7K	0.02%	377
2019 Q4	$317K	Hold	5,714	–	–	0.03%	342
2019 Q3	$313K	Hold	5,714	–	–	0.03%	316
2019 Q2	$301K	Hold	5,714	–	–	0.03%	340
2019 Q1	$295K	Hold	5,714	–	–	0.04%	317
2018 Q4	$263K	Sell	5,714 -100	-2%	-$4.91K	0.04%	288
2018 Q3	$292K	Hold	5,814	–	–	0.04%	275
2018 Q2	$285K	Hold	5,814	–	–	0.05%	270
2018 Q1	$292K	Buy	+5,814	New	+$300K	0.06%	248

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

FDCDDQ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Buckingham Strategic Wealth's KXI Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Global Consumer Staples ETF (KXI) stake by 35% in Q2 2024, selling an estimated $167K and leaving 5,055 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Buckingham Strategic Wealth first reported a position in KXI in Q1 2018 and has held it in 26 quarters since. The position peaked at $477K in Q1 2024. 135 funds tracked by Wall St. Rank hold KXI as of Q2 2024.

Buckingham Strategic Wealth held 5,055 shares of iShares Global Consumer Staples ETF worth $304K as of Q2 2024.
Buckingham Strategic Wealth sold 2,754 iShares Global Consumer Staples ETF shares in Q2 2024, an estimated $167K.
iShares Global Consumer Staples ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #597 holding.
Buckingham Strategic Wealth first reported a position in iShares Global Consumer Staples ETF in Q1 2018 and has held it in 26 quarters since.
Buckingham Strategic Wealth's iShares Global Consumer Staples ETF position peaked at $477K in Q1 2024.
135 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.