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

Financial Services Advisory’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
2025
Q3 		– Sell
-11,358
Closed -$743K – 70
2025
Q2 		$743K Buy
+11,358
New +$744K 0.36% 36

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Services Advisory's KXI Position: Q3 2025 in Review

Financial Services Advisory sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2025, closing a stake of 11,358 shares — an estimated $743K sold.

Financial Services Advisory first reported a position in KXI in Q2 2025 and held it in 1 quarter. The position peaked at $743K in Q2 2025. 130 funds tracked by Wall St. Rank hold KXI as of Q3 2025.

  • Financial Services Advisory reported no remaining iShares Global Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Services Advisory sold 11,358 iShares Global Consumer Staples ETF shares in Q3 2025, an estimated $743K.
  • Financial Services Advisory first reported a position in iShares Global Consumer Staples ETF in Q2 2025 and held it in 1 quarter.
  • Financial Services Advisory's iShares Global Consumer Staples ETF position peaked at $743K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2025.

Based on Financial Services Advisory's 13F filing for Q3 2025, filed 4 Nov 2025.