Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Global Consumer Staples ETF KXI Stock Holding History

Cetera Investment Advisers’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 		$528K Buy
7,877
+564
+8% +$38.8K ﹤0.01% 3461
2025
Q4 		$473K Sell
7,313
-9,834
-57% -$637K ﹤0.01% 3490
2025
Q3 		$1.1M Buy
17,147
+1,012
+6% +$66.1K ﹤0.01% 2685
2025
Q2 		$1.05M Buy
16,135
+10,119
+168% +$662K ﹤0.01% 2330
2025
Q1 		$385K Sell
6,016
-886
-13% -$55K ﹤0.01% 3064
2024
Q4 		$416K Sell
6,902
-930
-12% -$58.7K ﹤0.01% 2827
2024
Q3 		$515K Sell
7,832
-11,799
-60% -$748K ﹤0.01% 2624
2024
Q2 		$1.18M Sell
19,631
-675
-3% -$41K ﹤0.01% 1956
2024
Q1 		$1.24M Buy
20,306
+11,380
+127% +$680K ﹤0.01% 1911
2023
Q4 		$529K Sell
8,926
-1,257
-12% -$72.4K ﹤0.01% 1456
2023
Q3 		$581K Sell
10,183
-31,068
-75% -$1.87M 0.01% 1346
2023
Q2 		$2.52M Sell
41,251
-117
-0.3% -$7.28K 0.02% 673
2023
Q1 		$2.56M Buy
41,368
+1,690
+4% +$101K 0.02% 650
2022
Q4 		$2.37M Buy
39,678
+34,712
+699% +$2.01M 0.02% 639
2022
Q3 		$266K Sell
4,966
-59
-1% -$3.45K 0.01% 1356
2022
Q2 		$291K Buy
5,025
+37
+0.7% +$2.24K ﹤0.01% 1437
2022
Q1 		$310K Sell
4,988
-8,518
-63% -$531K ﹤0.01% 1459
2021
Q4 		$874K Buy
13,506
+1,934
+17% +$120K 0.01% 865
2021
Q3 		$694K Buy
11,572
+7,749
+203% +$478K 0.01% 938
2021
Q2 		$234K Buy
+3,823
New +$233K ﹤0.01% 1571
2021
Q1 		– Sell
-7,532
Closed -$439K – 1662
2020
Q4 		$439K Buy
+7,532
New +$428K 0.01% 1023

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

Cetera Investment Advisers's KXI Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Global Consumer Staples ETF (KXI) stake by 7.7% in Q1 2026, buying an estimated $38.8K and bringing the position to 7,877 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #3461.

Cetera Investment Advisers first reported a position in KXI in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.56M in Q1 2023. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Cetera Investment Advisers held 7,877 shares of iShares Global Consumer Staples ETF worth $528K as of Q1 2026.
  • Cetera Investment Advisers bought 564 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $38.8K.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3461 holding.
  • Cetera Investment Advisers first reported a position in iShares Global Consumer Staples ETF in Q4 2020 and has held it in 21 quarters since.
  • Cetera Investment Advisers's iShares Global Consumer Staples ETF position peaked at $2.56M in Q1 2023.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.