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Evermay Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Evermay Wealth Management’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
2025
Q1 		– Sell
-317
Closed -$19.1K – 598
2024
Q4 		$19.1K Sell
317
-23,904
-99% -$1.51M ﹤0.01% 386
2024
Q3 		$1.59M Sell
24,221
-2,212
-8% -$140K 0.26% 52
2024
Q2 		$1.59M Sell
26,433
-508
-2% -$30.9K 0.25% 50
2024
Q1 		$1.64M Buy
+26,941
New +$1.61M 0.25% 51

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evermay Wealth Management's KXI Position: Q1 2025 in Review

Evermay Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2025, closing a stake of 317 shares — an estimated $19.1K sold.

Evermay Wealth Management first reported a position in KXI in Q1 2024 and held it in 4 quarters. The position peaked at $1.64M in Q1 2024. 122 funds tracked by Wall St. Rank hold KXI as of Q1 2025.

  • Evermay Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 317 iShares Global Consumer Staples ETF shares in Q1 2025, an estimated $19.1K.
  • Evermay Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q1 2024 and held it in 4 quarters.
  • Evermay Wealth Management's iShares Global Consumer Staples ETF position peaked at $1.64M in Q1 2024.
  • 122 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.