Ehrlich Financial Group’s iShares Global Consumer Staples ETF KXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,713
Closed -$223K 118
2024
Q2
$223K Sell
3,713
-2,298
-38% -$138K 0.18% 94
2024
Q1
$367K Sell
6,011
-1,449
-19% -$88.4K 0.31% 69
2023
Q4
$442K Buy
+7,460
New +$442K 0.44% 55