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 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 $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

FDCDDQ

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Central Valley Advisors's KXI Position: Q1 2026 in Review

Central Valley Advisors increased its iShares Global Consumer Staples ETF (KXI) stake by 10% in Q1 2026, buying an estimated $23.6K and bringing the position to 3,650 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #167.

Central Valley Advisors first reported a position in KXI in Q1 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Central Valley Advisors held 3,650 shares of iShares Global Consumer Staples ETF worth $245K as of Q1 2026.
Central Valley Advisors bought 343 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $23.6K.
iShares Global Consumer Staples ETF made up 0.07% of Central Valley Advisors's portfolio in Q1 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 7 quarters since.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Central Valley Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.