Compass Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Compass Wealth Management’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 Q3	$40.6K	Buy	+620	New	+$42.4K	0.01%	281
2025 Q2	–	Sell	-620	Closed	-$39.7K	–	288
2025 Q1	$39.7K	Hold	620	–	–	0.01%	261
2024 Q4	$37.4K	Hold	620	–	–	0.01%	273
2024 Q3	$40.8K	Hold	620	–	–	0.01%	274
2024 Q2	$37.3K	Hold	620	–	–	0.01%	281
2024 Q1	$37.8K	Hold	620	–	–	0.01%	275
2023 Q4	$36.8K	Hold	620	–	–	0.01%	270
2023 Q3	$35.4K	Hold	620	–	–	0.01%	265
2023 Q2	$37.9K	Hold	620	–	–	0.01%	268
2023 Q1	$38.4K	Hold	620	–	–	0.01%	265
2022 Q4	$37K	Buy	+620	New	+$35.9K	0.01%	264

Other funds holding KXI

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ICICI Prudential Asset Management Mumbai, India $965M AUM 30.07% 1-Year Est. Return

Northland Securities Minneapolis, Minnesota $171M AUM 26.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $431M AUM 20.51% 1-Year Est. Return

Compass Wealth Management's KXI Position: Q3 2026 in Review

Compass Wealth Management opened a new position in iShares Global Consumer Staples ETF (KXI) in Q3 2026: 620 shares worth $40.6K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in KXI as recently as Q1 2025.

Compass Wealth Management first reported a position in KXI in Q4 2022 and has held it in 11 quarters since. The position peaked at $40.8K in Q3 2024. 66 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

Compass Wealth Management held 620 shares of iShares Global Consumer Staples ETF worth $40.6K as of Q3 2026.
iShares Global Consumer Staples ETF was a new Compass Wealth Management position in Q3 2026.
iShares Global Consumer Staples ETF made up 0.01% of Compass Wealth Management's portfolio in Q3 2026, its #281 holding.
Compass Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q4 2022 and has held it in 11 quarters since.
Compass Wealth Management's iShares Global Consumer Staples ETF position peaked at $40.8K in Q3 2024.
66 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.