Crescent Grove Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Crescent Grove Advisors’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	–	Sell	-20,700	Closed	-$1.34M	–	322
2025 Q4	$1.34M	Hold	20,700	–	–	0.12%	108
2025 Q3	$1.33M	Hold	20,700	–	–	0.13%	102
2025 Q2	$1.35M	Hold	20,700	–	–	0.13%	98
2025 Q1	$1.33M	Hold	20,700	–	–	0.14%	97
2024 Q4	$1.25M	Hold	20,700	–	–	0.12%	104
2024 Q3	$1.36M	Hold	20,700	–	–	0.14%	105
2024 Q2	$1.24M	Hold	20,700	–	–	0.14%	101
2024 Q1	$1.26M	Hold	20,700	–	–	0.13%	104
2023 Q4	$1.23M	Hold	20,700	–	–	0.14%	101
2023 Q3	$1.18M	Hold	20,700	–	–	0.15%	100
2023 Q2	$1.27M	Hold	20,700	–	–	0.14%	97
2023 Q1	$1.28M	Sell	20,700 -850	-4%	-$50.9K	0.15%	91
2022 Q4	$1.29M	Hold	21,550	–	–	0.13%	98
2022 Q3	$1.16M	Hold	21,550	–	–	0.13%	85
2022 Q2	$1.25M	Hold	21,550	–	–	0.13%	85
2022 Q1	$1.34M	Hold	21,550	–	–	0.13%	88
2021 Q4	$1.4M	Hold	21,550	–	–	0.13%	88
2021 Q3	$1.29M	Hold	21,550	–	–	0.14%	87
2021 Q2	$1.32M	Hold	21,550	–	–	0.14%	84
2021 Q1	$1.25M	Buy	+21,550	New	+$1.22M	0.15%	76

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

Crescent Grove Advisors's KXI Position: Q1 2026 in Review

Crescent Grove Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2026, closing a stake of 20,700 shares — an estimated $1.34M sold.

Crescent Grove Advisors first reported a position in KXI in Q1 2021 and held it in 20 quarters. The position peaked at $1.4M in Q4 2021. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Crescent Grove Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Crescent Grove Advisors sold 20,700 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $1.34M.
Crescent Grove Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2021 and held it in 20 quarters.
Crescent Grove Advisors's iShares Global Consumer Staples ETF position peaked at $1.4M in Q4 2021.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.