Financial Gravity Asset Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Financial Gravity Asset 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
2020 Q1	–	Sell	-1	Closed	-$55K	–	1257
2019 Q4	$55K	Sell	1 -739	-100%	-$40.3K	0.04%	586
2019 Q3	$41K	Sell	740 -397	-35%	-$21.4K	0.04%	319
2019 Q2	$60K	Buy	+1,137	New	+$59.3K	0.05%	296

Other funds holding KXI

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAMU

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Gravity Asset Management's KXI Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2020, closing a stake of 1 share — an estimated $55K sold.

Financial Gravity Asset Management first reported a position in KXI in Q2 2019 and held it in 3 quarters. The position peaked at $60K in Q2 2019. 117 funds tracked by Wall St. Rank hold KXI as of Q1 2020.

Financial Gravity Asset Management reported no remaining iShares Global Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 1 iShares Global Consumer Staples ETF share in Q1 2020, an estimated $55K.
Financial Gravity Asset Management first reported a position in iShares Global Consumer Staples ETF in Q2 2019 and held it in 3 quarters.
Financial Gravity Asset Management's iShares Global Consumer Staples ETF position peaked at $60K in Q2 2019.
117 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.