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 Q1	$377K	Buy	+5,633	New	+$387K	0.11%	115
2021 Q2	–	Sell	-55,640	Closed	-$958K	–	659
2021 Q1	$958K	Buy	55,640 +54,682	+5,708%	+$3.11M	0.05%	216
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 $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 15.91% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Perspectives's KXI Position: Q1 2026 in Review

Financial Perspectives opened a new position in iShares Global Consumer Staples ETF (KXI) in Q1 2026: 5,633 shares worth $377K. The stake represents 0.11% of the portfolio and ranks #115 among its holdings. This is a return to the name: Financial Perspectives previously reported a position in KXI as recently as Q1 2021.

Financial Perspectives first reported a position in KXI in Q4 2019 and has held it in 7 quarters since. The position peaked at $958K in Q1 2021. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Financial Perspectives held 5,633 shares of iShares Global Consumer Staples ETF worth $377K as of Q1 2026.
iShares Global Consumer Staples ETF was a new Financial Perspectives position in Q1 2026.
iShares Global Consumer Staples ETF made up 0.11% of Financial Perspectives's portfolio in Q1 2026, its #115 holding.
Financial Perspectives first reported a position in iShares Global Consumer Staples ETF in Q4 2019 and has held it in 7 quarters since.
Financial Perspectives's iShares Global Consumer Staples ETF position peaked at $958K in Q1 2021.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.