Central Valley Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Central Valley 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 Q2	$247K	Buy	3,654 +4	+0.1%	+$272	0.06%	167
2026 Q1	$245K	Buy	3,650 +343	+10%	+$23.6K	0.07%	167
2025 Q4	$214K	Hold	3,307	–	–	0.06%	147
2025 Q3	$213K	Hold	3,307	–	–	0.07%	143
2025 Q2	$216K	Hold	3,307	–	–	0.07%	130
2025 Q1	$212K	Buy	+3,307	New	+$205K	0.08%	121
2024 Q4	–	Sell	-3,307	Closed	-$217K	–	140
2024 Q3	$217K	Buy	+3,307	New	+$210K	0.12%	125
2024 Q2	–	Sell	-3,634	Closed	-$222K	–	168
2024 Q1	$222K	Buy	+3,634	New	+$217K	0.11%	139

Other funds holding KXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Central Valley Advisors's KXI Position: Q2 2026 in Review

Central Valley Advisors increased its iShares Global Consumer Staples ETF (KXI) stake by 0.11% in Q2 2026, buying an estimated $272 and bringing the position to 3,654 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #167.

Central Valley Advisors first reported a position in KXI in Q1 2024 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Central Valley Advisors held 3,654 shares of iShares Global Consumer Staples ETF worth $247K as of Q2 2026.
Central Valley Advisors bought 4 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $272.
iShares Global Consumer Staples ETF made up 0.06% of Central Valley Advisors's portfolio in Q2 2026, its #167 holding.
Central Valley Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2024 and has held it in 8 quarters since.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.