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

Evoke Wealth’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 Q4	–	Sell	-563	Closed	-$30K	–	790
2022 Q3	$30K	Hold	563	–	–	﹤0.01%	590
2022 Q2	$33K	Buy	563 +6	+1%	+$363	﹤0.01%	577
2022 Q1	$35K	Buy	557 +1	+0.2%	+$62	﹤0.01%	570
2021 Q4	$36K	Buy	556 +7	+1%	+$435	﹤0.01%	577
2021 Q3	$32K	Sell	549 -1	-0.2%	-$62	﹤0.01%	566
2021 Q2	$34K	Buy	550 +6	+1%	+$365	﹤0.01%	569
2021 Q1	$32K	Buy	544 +1	+0.2%	+$57	﹤0.01%	512
2020 Q4	$32K	Buy	543 +7	+1%	+$398	﹤0.01%	430
2020 Q3	$30K	Hold	536	–	–	﹤0.01%	429
2020 Q2	$28K	Buy	536 +5	+0.9%	+$254	﹤0.01%	422
2020 Q1	$25.4K	Buy	+531	New	+$28.1K	﹤0.01%	405
2019 Q4	–	Sell	-524	Closed	-$28.8K	–	1363
2019 Q3	$28.8K	Buy	+524	New	+$28.3K	﹤0.01%	571

Other funds holding KXI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Evoke Wealth's KXI Position: Q4 2022 in Review

Evoke Wealth sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2022, closing a stake of 563 shares — an estimated $30K sold.

Evoke Wealth first reported a position in KXI in Q3 2019 and held it in 12 quarters. The position peaked at $36K in Q4 2021. 154 funds tracked by Wall St. Rank hold KXI as of Q4 2022.

Evoke Wealth reported no remaining iShares Global Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 563 iShares Global Consumer Staples ETF shares in Q4 2022, an estimated $30K.
Evoke Wealth first reported a position in iShares Global Consumer Staples ETF in Q3 2019 and held it in 12 quarters.
Evoke Wealth's iShares Global Consumer Staples ETF position peaked at $36K in Q4 2021.
154 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.