Cambria Investment Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Cambria Investment 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	-126,944	Closed	-$8.3M	–	552
2025 Q2	$8.3M	Buy	+126,944	New	+$8.31M	0.56%	87
2023 Q3	–	Sell	-223,296	Closed	-$13.7M	–	282
2023 Q2	$13.7M	Buy	+223,296	New	+$13.9M	1.14%	14
2020 Q1	–	Sell	-127,056	Closed	-$7.05M	–	185
2019 Q4	$7.05M	Buy	127,056 +2,162	+2%	+$118K	1.86%	18
2019 Q3	$6.85M	Buy	+124,894	New	+$6.73M	1.03%	25
2019 Q1	–	Sell	-101,162	Closed	-$4.65M	–	303
2018 Q4	$4.65M	Buy	+101,162	New	+$4.97M	0.79%	34
2016 Q4	–	Sell	-27,952	Closed	-$1.39M	–	175
2016 Q3	$1.39M	Sell	27,952 -2	-0%	-$100	0.65%	59
2016 Q2	$1.4M	Sell	27,954 -1,472	-5%	-$72K	0.65%	67
2016 Q1	$1.43M	Sell	29,426 -1,472	-5%	-$68.3K	0.66%	73
2015 Q4	$1.44M	Buy	+30,898	New	+$1.44M	0.58%	83
2015 Q3	–	Sell	-40,810	Closed	-$1.83M	–	346
2015 Q2	$1.83M	Sell	40,810 -4,374	-10%	-$204K	0.56%	102
2015 Q1	$2.07K	Buy	45,184 +17,496	+63%	+$805K	0.23%	92
2014 Q4	$1.24M	Buy	+27,688	New	+$1.24M	0.44%	117

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 13.96% 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

Cambria Investment Management's KXI Position: Q3 2025 in Review

Cambria Investment Management sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2025, closing a stake of 126,944 shares — an estimated $8.3M sold.

Cambria Investment Management first reported a position in KXI in Q4 2014 and held it in 12 quarters. The position peaked at $13.7M in Q2 2023. 130 funds tracked by Wall St. Rank hold KXI as of Q3 2025.

Cambria Investment Management reported no remaining iShares Global Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
Cambria Investment Management sold 126,944 iShares Global Consumer Staples ETF shares in Q3 2025, an estimated $8.3M.
Cambria Investment Management first reported a position in iShares Global Consumer Staples ETF in Q4 2014 and held it in 12 quarters.
Cambria Investment Management's iShares Global Consumer Staples ETF position peaked at $13.7M in Q2 2023.
130 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2025.

Based on Cambria Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.