Clearstead Advisors
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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
Q2 		– Sell
-14,048
Closed -$941K – 3697
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 $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Morningstar Investment Management
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ICICI Prudential Asset Management
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Clearstead Advisors's KXI Position: Q2 2026 in Review

Clearstead Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2026, closing a stake of 14,048 shares — an estimated $941K sold.

Clearstead Advisors first reported a position in KXI in Q1 2025 and held it in 2 quarters. The position peaked at $941K in Q1 2026. 125 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Clearstead Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
  • Clearstead Advisors sold 14,048 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $941K.
  • Clearstead Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2025 and held it in 2 quarters.
  • Clearstead Advisors's iShares Global Consumer Staples ETF position peaked at $941K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.