Financial Advocates Investment Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Financial Advocates Investment 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
2024 Q2	–	Sell	-60,646	Closed	-$5.12M	–	793
2024 Q1	$5.12M	Buy	+60,646	New	+$3.63M	0.3%	82
2022 Q2	–	Sell	-10,832	Closed	-$673K	–	745
2022 Q1	$673K	Sell	10,832 -79	-0.7%	-$4.92K	0.04%	384
2021 Q4	$706K	Sell	10,911 -175	-2%	-$10.9K	0.04%	402
2021 Q3	$665K	Buy	11,086 +569	+5%	+$35.1K	0.04%	405
2021 Q2	$727K	Sell	10,517 -609	-5%	-$37.1K	0.05%	385
2021 Q1	$730K	Sell	11,126 -329	-3%	-$18.7K	0.05%	393
2020 Q4	$729K	Sell	11,455 -1,280	-10%	-$72.7K	0.05%	368
2020 Q3	$705K	Buy	12,735 +2,667	+26%	+$146K	0.06%	313
2020 Q2	$524K	Sell	10,068 -3,012	-23%	-$153K	0.05%	353
2020 Q1	$625K	Buy	+13,080	New	+$692K	0.09%	240

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

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

FDCDDQ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's KXI Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2024, closing a stake of 60,646 shares — an estimated $5.12M sold.

Financial Advocates Investment Management first reported a position in KXI in Q1 2020 and held it in 10 quarters. The position peaked at $5.12M in Q1 2024. 135 funds tracked by Wall St. Rank hold KXI as of Q2 2024.

Financial Advocates Investment Management reported no remaining iShares Global Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 60,646 iShares Global Consumer Staples ETF shares in Q2 2024, an estimated $5.12M.
Financial Advocates Investment Management first reported a position in iShares Global Consumer Staples ETF in Q1 2020 and held it in 10 quarters.
Financial Advocates Investment Management's iShares Global Consumer Staples ETF position peaked at $5.12M in Q1 2024.
135 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.