Financial Architects (New Jersey)’s iShares Global Consumer Staples ETF KXI Stock Holding History

Financial Architects (New Jersey)’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
2019 Q4	–	Sell	-190	Closed	-$10K	–	955
2019 Q3	$10K	Hold	190	–	–	﹤0.01%	728
2019 Q2	$10K	Hold	190	–	–	﹤0.01%	887
2019 Q1	$10K	Hold	190	–	–	﹤0.01%	1085
2018 Q4	$9K	Hold	190	–	–	﹤0.01%	1019
2018 Q3	$10K	Hold	190	–	–	﹤0.01%	1114
2018 Q2	$9K	Hold	190	–	–	﹤0.01%	1016
2018 Q1	$10K	Hold	190	–	–	﹤0.01%	1078
2017 Q4	$10K	Hold	190	–	–	﹤0.01%	1158
2017 Q3	$10K	Hold	190	–	–	﹤0.01%	1125
2017 Q2	$10K	Sell	190 -116	-38%	-$5.96K	﹤0.01%	1140
2017 Q1	$15K	Hold	306	–	–	﹤0.01%	1021
2016 Q4	$14K	Buy	+306	New	+$14.3K	﹤0.01%	930

Other funds holding KXI

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

RBA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Architects (New Jersey)'s KXI Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2019, closing a stake of 190 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in KXI in Q4 2016 and held it in 12 quarters. The position peaked at $15K in Q1 2017. 118 funds tracked by Wall St. Rank hold KXI as of Q4 2019.

Financial Architects (New Jersey) reported no remaining iShares Global Consumer Staples ETF position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 190 iShares Global Consumer Staples ETF shares in Q4 2019, an estimated $10K.
Financial Architects (New Jersey) first reported a position in iShares Global Consumer Staples ETF in Q4 2016 and held it in 12 quarters.
Financial Architects (New Jersey)'s iShares Global Consumer Staples ETF position peaked at $15K in Q1 2017.
118 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.