Cornerstone Planning Group’s iShares Global Consumer Staples ETF KXI Stock Holding History

Cornerstone Planning Group’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	–	Sell	-287	Closed	-$19.6K	–	1006
2026 Q2	$19.6K	Buy	287 +3	+1%	+$204	﹤0.01%	677
2026 Q1	$19.4K	Buy	284 +1	+0.4%	+$69	﹤0.01%	681
2025 Q4	$19.1K	Buy	283 +3	+1%	+$194	﹤0.01%	599
2025 Q3	$17.8K	Hold	280	–	–	﹤0.01%	617
2025 Q2	$18.1K	Buy	280 +3	+1%	+$196	﹤0.01%	440
2025 Q1	$18.3K	Hold	277	–	–	﹤0.01%	433
2024 Q4	$17.1K	Buy	277 +4	+1%	+$252	﹤0.01%	333
2024 Q3	$17.2K	Hold	273	–	–	﹤0.01%	322
2024 Q2	$16.8K	Buy	273 +3	+1%	+$182	﹤0.01%	343
2024 Q1	$16.4K	Hold	270	–	–	0.01%	323
2023 Q4	$16K	Hold	270	–	–	0.01%	349
2023 Q3	$15.4K	Buy	+270	New	+$16.3K	0.01%	347

Other funds holding KXI

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

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

Cornerstone Planning Group's KXI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2026, closing a stake of 287 shares — an estimated $19.6K sold.

Cornerstone Planning Group first reported a position in KXI in Q3 2023 and held it in 12 quarters. The position peaked at $19.6K in Q2 2026. 19 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares Global Consumer Staples ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 287 iShares Global Consumer Staples ETF shares in Q3 2026, an estimated $19.6K.
Cornerstone Planning Group first reported a position in iShares Global Consumer Staples ETF in Q3 2023 and held it in 12 quarters.
Cornerstone Planning Group's iShares Global Consumer Staples ETF position peaked at $19.6K in Q2 2026.
19 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.