Financial Perspectives’s iShares Global Consumer Staples ETF KXI Stock Holding History

Financial Perspectives’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
2026 Q2	$596K	Buy	8,822 +3,189	+57%	+$217K	0.15%	92
2026 Q1	$377K	Buy	+5,633	New	+$387K	0.11%	115
2021 Q2	–	Sell	-958	Closed	-$55.6K	–	659
2021 Q1	$55.6K	Hold	958	–	–	0.03%	236
2020 Q4	$55.8K	Buy	958 +13	+1%	+$739	0.03%	216
2020 Q3	$52.3K	Hold	945	–	–	0.03%	198
2020 Q2	$48.9K	Buy	945 +11	+1%	+$560	0.04%	192
2020 Q1	$44.7K	Hold	934	–	–	0.04%	174
2019 Q4	$51.8K	Buy	+934	New	+$51K	0.04%	175

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Financial Perspectives's KXI Position: Q2 2026 in Review

Financial Perspectives increased its iShares Global Consumer Staples ETF (KXI) stake by 57% in Q2 2026, buying an estimated $217K and bringing the position to 8,822 shares worth $596K. The position accounts for 0.15% of the portfolio, ranked #92.

Financial Perspectives first reported a position in KXI in Q4 2019 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Financial Perspectives held 8,822 shares of iShares Global Consumer Staples ETF worth $596K as of Q2 2026.
Financial Perspectives bought 3,189 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $217K.
iShares Global Consumer Staples ETF made up 0.15% of Financial Perspectives's portfolio in Q2 2026, its #92 holding.
Financial Perspectives first reported a position in iShares Global Consumer Staples ETF in Q4 2019 and has held it in 8 quarters since.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.