Creative Financial Designs’s iShares Global Consumer Staples ETF KXI Stock Holding History

Creative Financial Designs’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
2019 Q1	–	Sell	-300	Closed	-$14K	–	609
2018 Q4	$14K	Hold	300	–	–	0.01%	323
2018 Q3	$15K	Hold	300	–	–	0.01%	382
2018 Q2	$15K	Hold	300	–	–	0.01%	402
2018 Q1	$15K	Hold	300	–	–	0.01%	372
2017 Q4	$16K	Hold	300	–	–	0.01%	348
2017 Q3	$15K	Hold	300	–	–	0.01%	369
2017 Q2	$15K	Hold	300	–	–	0.01%	360
2017 Q1	$15K	Hold	300	–	–	0.01%	357
2016 Q4	$14K	Buy	+300	New	+$14.1K	0.01%	358

Other funds holding KXI

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Creative Financial Designs's KXI Position: Q1 2019 in Review

Creative Financial Designs sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2019, closing a stake of 300 shares — an estimated $14K sold.

Creative Financial Designs first reported a position in KXI in Q4 2016 and held it in 9 quarters. The position peaked at $16K in Q4 2017. 102 funds tracked by Wall St. Rank hold KXI as of Q1 2019.

Creative Financial Designs reported no remaining iShares Global Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
Creative Financial Designs sold 300 iShares Global Consumer Staples ETF shares in Q1 2019, an estimated $14K.
Creative Financial Designs first reported a position in iShares Global Consumer Staples ETF in Q4 2016 and held it in 9 quarters.
Creative Financial Designs's iShares Global Consumer Staples ETF position peaked at $16K in Q4 2017.
102 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2019.

Based on Creative Financial Designs's 13F filing for Q1 2019, filed 23 Apr 2019.