EP Wealth Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

EP Wealth 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 Q2	$115K	Buy	+1,708	New	+$116K	﹤0.01%	1642
2024 Q1	–	Sell	-1,806	Closed	-$107K	–	854
2023 Q4	$107K	Buy	+1,806	New	+$104K	﹤0.01%	785
2023 Q3	–	Sell	-23,538	Closed	-$303K	–	765
2023 Q2	$303K	Sell	23,538 -36,870	-61%	-$2.29M	﹤0.01%	563
2023 Q1	$2.65M	Buy	+60,408	New	+$3.62M	0.05%	204

Other funds holding KXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

EP Wealth Advisors's KXI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Global Consumer Staples ETF (KXI) in Q2 2026: 1,708 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in KXI as recently as Q4 2023.

EP Wealth Advisors first reported a position in KXI in Q1 2023 and has held it in 4 quarters since. The position peaked at $2.65M in Q1 2023. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

EP Wealth Advisors held 1,708 shares of iShares Global Consumer Staples ETF worth $115K as of Q2 2026.
iShares Global Consumer Staples ETF was a new EP Wealth Advisors position in Q2 2026.
iShares Global Consumer Staples ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1642 holding.
EP Wealth Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2023 and has held it in 4 quarters since.
EP Wealth Advisors's iShares Global Consumer Staples ETF position peaked at $2.65M in Q1 2023.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.