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

Creative Planning’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	$3.89M	Buy	58,027 +313	+0.5%	+$21.5K	﹤0.01%	1384
2025 Q4	$3.73M	Buy	57,714 +64	+0.1%	+$4.15K	﹤0.01%	1216
2025 Q3	$3.71M	Sell	57,650 -113	-0.2%	-$7.38K	﹤0.01%	1059
2025 Q2	$3.78M	Buy	57,763 +147	+0.3%	+$9.62K	﹤0.01%	901
2025 Q1	$3.69M	Sell	57,616 -2,315	-4%	-$144K	﹤0.01%	828
2024 Q4	$3.61M	Sell	59,931 -2,966	-5%	-$187K	﹤0.01%	810
2024 Q3	$4.14M	Sell	62,897 -3,456	-5%	-$219K	﹤0.01%	714
2024 Q2	$3.99M	Sell	66,353 -2,118	-3%	-$129K	﹤0.01%	703
2024 Q1	$4.18M	Sell	68,471 -1,397	-2%	-$83.5K	﹤0.01%	668
2023 Q4	$4.14M	Sell	69,868 -156	-0.2%	-$8.98K	0.01%	619
2023 Q3	$4M	Buy	70,024 +336	+0.5%	+$20.3K	0.01%	595
2023 Q2	$4.26M	Sell	69,688 -1,473	-2%	-$91.7K	0.01%	566
2023 Q1	$4.41M	Sell	71,161 -280	-0.4%	-$16.8K	0.01%	537
2022 Q4	$4.26M	Sell	71,441 -2,236	-3%	-$130K	0.01%	527
2022 Q3	$3.95M	Sell	73,677 -81	-0.1%	-$4.74K	0.01%	493
2022 Q2	$4.26M	Sell	73,758 -1,443	-2%	-$87.3K	0.01%	494
2022 Q1	$4.67M	Buy	75,201 +1	+0%	+$62	0.01%	470
2021 Q4	$4.87M	Sell	75,200 -889	-1%	-$55.2K	0.01%	427
2021 Q3	$4.56M	Sell	76,089 -2,304	-3%	-$142K	0.01%	438
2021 Q2	$4.79M	Sell	78,393 -542	-0.7%	-$33K	0.01%	419
2021 Q1	$4.59M	Sell	78,935 -12,472	-14%	-$708K	0.01%	436
2020 Q4	$5.33M	Sell	91,407 -12,630	-12%	-$718K	0.01%	360
2020 Q3	$5.76M	Buy	104,037 +89,789	+630%	+$4.92M	0.02%	292
2020 Q2	$737K	Buy	+14,248	New	+$725K	﹤0.01%	863
2019 Q4	–	Sell	-4,356	Closed	-$239K	–	2063
2019 Q3	$239K	Buy	+4,356	New	+$235K	﹤0.01%	1494
2018 Q4	–	Sell	-4,268	Closed	-$214K	–	2029
2018 Q3	$214K	Buy	+4,268	New	+$215K	﹤0.01%	1633
2017 Q3	–	Sell	-3,778	Closed	-$193K	–	2880
2017 Q2	$193K	Buy	3,778 +290	+8%	+$14.9K	﹤0.01%	1540
2017 Q1	$173K	Hold	3,488	–	–	﹤0.01%	1578
2016 Q4	$161K	Hold	3,488	–	–	﹤0.01%	1533
2016 Q3	$173K	Hold	3,488	–	–	﹤0.01%	1481
2016 Q2	$175K	Hold	3,488	–	–	﹤0.01%	1315
2016 Q1	$170K	Hold	3,488	–	–	﹤0.01%	1296
2015 Q4	$162K	Hold	3,488	–	–	﹤0.01%	1332
2015 Q3	$155K	Buy	+3,488	New	+$159K	﹤0.01%	1333
2015 Q2	–	Sell	-3,488	Closed	-$160K	–	2128
2015 Q1	$160K	Sell	3,488 -12	-0.3%	-$552	﹤0.01%	1307
2014 Q4	$157K	Hold	3,500	–	–	﹤0.01%	1284
2014 Q3	$154K	Hold	3,500	–	–	﹤0.01%	1212
2014 Q2	$157K	Buy	3,500 +12	+0.3%	+$536	﹤0.01%	1166
2014 Q1	$151K	Hold	3,488	–	–	﹤0.01%	1145
2013 Q4	$150K	Buy	3,488 +3,452	+9,589%	+$147K	﹤0.01%	990
2013 Q3	$1K	Sell	36 -98	-73%	-$4.03K	﹤0.01%	3093
2013 Q2	$5K	Buy	+134	New	+$5.59K	﹤0.01%	2547

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 13.96% 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

Creative Planning's KXI Position: Q1 2026 in Review

Creative Planning increased its iShares Global Consumer Staples ETF (KXI) stake by 0.54% in Q1 2026, buying an estimated $21.5K and bringing the position to 58,027 shares worth $3.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Creative Planning first reported a position in KXI in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.76M in Q3 2020. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Creative Planning held 58,027 shares of iShares Global Consumer Staples ETF worth $3.89M as of Q1 2026.
Creative Planning bought 313 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $21.5K.
iShares Global Consumer Staples ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1384 holding.
Creative Planning first reported a position in iShares Global Consumer Staples ETF in Q2 2013 and has held it in 42 quarters since.
Creative Planning's iShares Global Consumer Staples ETF position peaked at $5.76M in Q3 2020.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.