CX Institutional’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

CX Institutional’s Portfolio RXI Stock Details RXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20K	Sell	106 -5	-5%	-$978	﹤0.01%	1234
2026 Q2	$21K	Sell	111 -6,409	-98%	-$1.26M	﹤0.01%	1169
2026 Q1	$1.22M	Buy	6,520 +6,106	+1,475%	+$1.23M	0.04%	311
2025 Q4	$85K	Buy	414 +310	+298%	+$63.7K	﹤0.01%	881
2025 Q3	$22K	Buy	104 +11	+12%	+$2.16K	﹤0.01%	1082
2025 Q2	$18K	Buy	93 +54	+138%	+$9.8K	﹤0.01%	977
2025 Q1	$7K	Buy	+39	New	+$7.28K	﹤0.01%	1045

Other funds holding RXI

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

FWA

Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CX Institutional's RXI Position: Q3 2026 in Review

CX Institutional reduced its iShares Global Consumer Discretionary ETF (RXI) stake by 4.5% in Q3 2026, selling an estimated $978 and leaving 106 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

CX Institutional first reported a position in RXI in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2026. 10 funds tracked by Wall St. Rank hold RXI as of Q3 2026.

CX Institutional held 106 shares of iShares Global Consumer Discretionary ETF worth $20K as of Q3 2026.
CX Institutional sold 5 iShares Global Consumer Discretionary ETF shares in Q3 2026, an estimated $978.
iShares Global Consumer Discretionary ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1234 holding.
CX Institutional first reported a position in iShares Global Consumer Discretionary ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's iShares Global Consumer Discretionary ETF position peaked at $1.22M in Q1 2026.
10 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.