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Elwood & Goetz Wealth Advisory Group’s iShares Global Consumer Staples ETF KXI Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
2022
Q2 		– Sell
-14,520
Closed -$902K – 65
2022
Q1 		$902K Hold
14,520
– – 0.28% 27
2021
Q4 		$940K Buy
+14,520
New +$902K 0.29% 25

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's KXI Position: Q2 2022 in Review

Elwood & Goetz Wealth Advisory Group sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2022, closing a stake of 14,520 shares — an estimated $902K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in KXI in Q4 2021 and held it in 2 quarters. The position peaked at $940K in Q4 2021. 144 funds tracked by Wall St. Rank hold KXI as of Q2 2022.

  • Elwood & Goetz Wealth Advisory Group reported no remaining iShares Global Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 14,520 iShares Global Consumer Staples ETF shares in Q2 2022, an estimated $902K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares Global Consumer Staples ETF in Q4 2021 and held it in 2 quarters.
  • Elwood & Goetz Wealth Advisory Group's iShares Global Consumer Staples ETF position peaked at $940K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2022.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2022, filed 11 Aug 2022.