Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Cambridge Investment Research Advisors’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 		$225K Sell
3,352
-79
-2% -$5.43K ﹤0.01% 3572
2025
Q4 		$222K Sell
3,431
-211
-6% -$13.7K ﹤0.01% 3490
2025
Q3 		$234K Sell
3,642
-5,857
-62% -$383K ﹤0.01% 3350
2025
Q2 		$621K Buy
9,499
+5,132
+118% +$336K ﹤0.01% 2352
2025
Q1 		$280K Buy
4,367
+608
+16% +$37.8K ﹤0.01% 2918
2024
Q4 		$227K Sell
3,759
-265
-7% -$16.7K ﹤0.01% 3084
2024
Q3 		$265K Sell
4,024
-6,809
-63% -$431K ﹤0.01% 2920
2024
Q2 		$651K Sell
10,833
-448
-4% -$27.2K ﹤0.01% 2080
2024
Q1 		$688K Buy
11,281
+589
+6% +$35.2K ﹤0.01% 2005
2023
Q4 		$634K Buy
10,692
+131
+1% +$7.54K ﹤0.01% 1997
2023
Q3 		$603K Sell
10,561
-15,151
-59% -$913K ﹤0.01% 1935
2023
Q2 		$1.57M Buy
25,712
+1,496
+6% +$93.1K 0.01% 1317
2023
Q1 		$1.5M Buy
24,216
+16,263
+204% +$974K 0.01% 1314
2022
Q4 		$474K Buy
7,953
+124
+2% +$7.19K ﹤0.01% 2056
2022
Q3 		$420K Sell
7,829
-37,315
-83% -$2.18M ﹤0.01% 2074
2022
Q2 		$2.61M Buy
45,144
+35,985
+393% +$2.18M 0.01% 913
2022
Q1 		$569K Sell
9,159
-54,552
-86% -$3.4M ﹤0.01% 1998
2021
Q4 		$4.12M Buy
63,711
+54,873
+621% +$3.41M 0.02% 732
2021
Q3 		$530K Buy
8,838
+554
+7% +$34.2K ﹤0.01% 2005
2021
Q2 		$506K Sell
8,284
-286
-3% -$17.4K ﹤0.01% 2052
2021
Q1 		$498K Sell
8,570
-143
-2% -$8.12K ﹤0.01% 1910
2020
Q4 		$508K Sell
8,713
-3,113
-26% -$177K ﹤0.01% 1762
2020
Q3 		$655K Buy
11,826
+3,085
+35% +$169K ﹤0.01% 1432
2020
Q2 		$452K Buy
8,741
+4,517
+107% +$230K ﹤0.01% 1617
2020
Q1 		$202K Buy
4,224
+472
+13% +$25K ﹤0.01% 1926
2019
Q4 		$208K Sell
3,752
-129
-3% -$7.04K ﹤0.01% 2181
2019
Q3 		$213K Buy
+3,881
New +$209K ﹤0.01% 2070
2018
Q2 		– Sell
-16,368
Closed -$821K – 2231
2018
Q1 		$821K Buy
16,368
+360
+2% +$18.6K 0.01% 1044
2017
Q4 		$848K Buy
16,008
+5,090
+47% +$264K 0.01% 985
2017
Q3 		$556K Buy
10,918
+570
+6% +$29.3K 0.01% 1201
2017
Q2 		$529K Sell
10,348
-2,146
-17% -$110K 0.01% 1170
2017
Q1 		$621K Sell
12,494
-3,878
-24% -$187K 0.01% 963
2016
Q4 		$754K Sell
16,372
-1,276
-7% -$59.8K 0.01% 815
2016
Q3 		$876K Buy
17,648
+5,182
+42% +$259K 0.02% 747
2016
Q2 		$624K Sell
12,466
-304
-2% -$14.9K 0.01% 829
2016
Q1 		$622K Sell
12,770
-52
-0.4% -$2.41K 0.01% 778
2015
Q4 		$596K Buy
12,822
+3,498
+38% +$163K 0.01% 779
2015
Q3 		$414K Buy
9,324
+116
+1% +$5.28K 0.01% 860
2015
Q2 		$414K Buy
9,208
+1,192
+15% +$55.6K 0.01% 909
2015
Q1 		$367K Buy
8,016
+1,414
+21% +$65K 0.01% 954
2014
Q4 		$296K Sell
6,602
-976
-13% -$43.7K 0.01% 1027
2014
Q3 		$332K Sell
7,578
-448
-6% -$20K 0.01% 1042
2014
Q2 		$361K Buy
8,026
+88
+1% +$3.93K 0.01% 917
2014
Q1 		$343K Sell
7,938
-352
-4% -$14.8K 0.01% 896
2013
Q4 		$357K Buy
8,290
+898
+12% +$38.3K 0.01% 799
2013
Q3 		$305K Sell
7,392
-1,240
-14% -$51K 0.01% 830
2013
Q2 		$344K Buy
+8,632
New +$360K 0.02% 702

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

Cambridge Investment Research Advisors's KXI Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Global Consumer Staples ETF (KXI) stake by 2.3% in Q1 2026, selling an estimated $5.43K and leaving 3,352 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #3572.

Cambridge Investment Research Advisors first reported a position in KXI in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.12M in Q4 2021. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Cambridge Investment Research Advisors held 3,352 shares of iShares Global Consumer Staples ETF worth $225K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 79 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $5.43K.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3572 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Global Consumer Staples ETF in Q2 2013 and has held it in 47 quarters since.
  • Cambridge Investment Research Advisors's iShares Global Consumer Staples ETF position peaked at $4.12M in Q4 2021.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.