CA
KXI icon

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

Clearstead 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 		$941K Buy
+14,048
New +$966K 0.01% 536
2025
Q2 		– Sell
-8,235
Closed -$527K – 2814
2025
Q1 		$527K Buy
+8,235
New +$511K 0.01% 564

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

Clearstead Advisors's KXI Position: Q1 2026 in Review

Clearstead Advisors opened a new position in iShares Global Consumer Staples ETF (KXI) in Q1 2026: 14,048 shares worth $941K. The stake represents 0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in KXI as recently as Q1 2025.

Clearstead Advisors first reported a position in KXI in Q1 2025 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Clearstead Advisors held 14,048 shares of iShares Global Consumer Staples ETF worth $941K as of Q1 2026.
  • iShares Global Consumer Staples ETF was a new Clearstead Advisors position in Q1 2026.
  • iShares Global Consumer Staples ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #536 holding.
  • Clearstead Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2025 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.