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

Financial Symmetry’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
2024
Q4 		– Sell
-3,900
Closed -$256K – 45
2024
Q3 		$256K Hold
3,900
– – 0.18% 37
2024
Q2 		$234K Buy
+3,900
New +$237K 0.18% 38

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Financial Symmetry's KXI Position: Q4 2024 in Review

Financial Symmetry sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2024, closing a stake of 3,900 shares — an estimated $256K sold.

Financial Symmetry first reported a position in KXI in Q2 2024 and held it in 2 quarters. The position peaked at $256K in Q3 2024. 122 funds tracked by Wall St. Rank hold KXI as of Q4 2024.

  • Financial Symmetry reported no remaining iShares Global Consumer Staples ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Symmetry sold 3,900 iShares Global Consumer Staples ETF shares in Q4 2024, an estimated $256K.
  • Financial Symmetry first reported a position in iShares Global Consumer Staples ETF in Q2 2024 and held it in 2 quarters.
  • Financial Symmetry's iShares Global Consumer Staples ETF position peaked at $256K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2024.

Based on Financial Symmetry's 13F filing for Q4 2024, filed 4 Feb 2025.