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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Planning Group's KXI Position: Q1 2026 in Review

Cornerstone Planning Group increased its iShares Global Consumer Staples ETF (KXI) stake by 0.35% in Q1 2026, buying an estimated $69 and bringing the position to 284 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Cornerstone Planning Group first reported a position in KXI in Q3 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Cornerstone Planning Group held 284 shares of iShares Global Consumer Staples ETF worth $19.4K as of Q1 2026.
Cornerstone Planning Group bought 1 iShares Global Consumer Staples ETF share in Q1 2026, an estimated $69.
iShares Global Consumer Staples ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #681 holding.
Cornerstone Planning Group first reported a position in iShares Global Consumer Staples ETF in Q3 2023 and has held it in 11 quarters since.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.