EWM
Evermay Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-317
| Closed | -$19.1K | – | 598 |
|
|
2024
Q4 | $19.1K | Sell |
317
-23,904
| -99% | -$1.44M | ﹤0.01% | 386 |
|
|
2024
Q3 | $1.59M | Sell |
24,221
-2,212
| -8% | -$145K | 0.26% | 52 |
|
|
2024
Q2 | $1.59M | Sell |
26,433
-508
| -2% | -$30.5K | 0.25% | 50 |
|
|
2024
Q1 | $1.64M | Buy |
+26,941
| New | +$1.64M | 0.25% | 51 |
|