Diversified’s iShares Global Consumer Staples ETF KXI Stock Holding History

Diversified’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
2021 Q1	–	Sell	-472	Closed	-$26K	–	218
2020 Q4	$26K	Buy	+472	New	+$26.8K	0.02%	230

Other funds holding KXI

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

RBA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Diversified's KXI Position: Q1 2021 in Review

Diversified sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2021, closing a stake of 472 shares — an estimated $26K sold.

Diversified first reported a position in KXI in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 119 funds tracked by Wall St. Rank hold KXI as of Q1 2021.

Diversified reported no remaining iShares Global Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
Diversified sold 472 iShares Global Consumer Staples ETF shares in Q1 2021, an estimated $26K.
Diversified first reported a position in iShares Global Consumer Staples ETF in Q4 2020 and held it in 1 quarter.
Diversified's iShares Global Consumer Staples ETF position peaked at $26K in Q4 2020.
119 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.