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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Cornerstone Planning Group's KXI Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Global Consumer Staples ETF (KXI) stake by 1.1% in Q2 2026, buying an estimated $204 and bringing the position to 287 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Cornerstone Planning Group first reported a position in KXI in Q3 2023 and has held it in 12 quarters since. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Cornerstone Planning Group held 287 shares of iShares Global Consumer Staples ETF worth $19.6K as of Q2 2026.
Cornerstone Planning Group bought 3 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $204.
iShares Global Consumer Staples ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #677 holding.
Cornerstone Planning Group first reported a position in iShares Global Consumer Staples ETF in Q3 2023 and has held it in 12 quarters since.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.