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Financial & Tax Architects’s iShares Global Consumer Staples ETF KXI Stock Holding History

Financial & Tax Architects’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 		$365K Buy
+5,400
New +$367K 0.08% 97
2026
Q1 		– Sell
-3,775
Closed -$244K – 117
2025
Q4 		$244K Buy
+3,775
New +$245K 0.05% 100
2025
Q2 		– Sell
-3,827
Closed -$245K – 106
2025
Q1 		$245K Sell
3,827
-3,661
-49% -$227K 0.06% 97
2024
Q4 		$451K Buy
7,488
+2,465
+49% +$155K 0.12% 87
2024
Q3 		$330K Buy
+5,023
New +$318K 0.08% 87
2024
Q1 		– Sell
-3,934
Closed -$233K – 92
2023
Q4 		$233K Sell
3,934
-442
-10% -$25.4K 0.07% 85
2023
Q3 		$250K Buy
4,376
+7
+0.2% +$422 0.08% 78
2023
Q2 		$267K Buy
+4,369
New +$272K 0.08% 72
2023
Q1 		– Sell
-6,822
Closed -$409K – 81
2022
Q4 		$409K Buy
6,822
+739
+12% +$42.8K 0.14% 62
2022
Q3 		$326K Buy
+6,083
New +$356K 0.12% 58
2022
Q2 		– Sell
-3,880
Closed -$241K – 90
2022
Q1 		$241K Sell
3,880
-6,794
-64% -$423K 0.09% 83
2021
Q4 		$691K Buy
10,674
+2,720
+34% +$169K 0.28% 72
2021
Q3 		$477K Sell
7,954
-10,910
-58% -$673K 0.22% 76
2021
Q2 		$1.15M Sell
18,864
-1,242
-6% -$75.6K 0.57% 47
2021
Q1 		$1.17M Buy
+20,106
New +$1.14M 0.66% 42

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Financial & Tax Architects's KXI Position: Q2 2026 in Review

Financial & Tax Architects opened a new position in iShares Global Consumer Staples ETF (KXI) in Q2 2026: 5,400 shares worth $365K. The stake represents 0.08% of the portfolio and ranks #97 among its holdings. This is a return to the name: Financial & Tax Architects previously reported a position in KXI as recently as Q4 2025.

Financial & Tax Architects first reported a position in KXI in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.17M in Q1 2021. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Financial & Tax Architects held 5,400 shares of iShares Global Consumer Staples ETF worth $365K as of Q2 2026.
  • iShares Global Consumer Staples ETF was a new Financial & Tax Architects position in Q2 2026.
  • iShares Global Consumer Staples ETF made up 0.08% of Financial & Tax Architects's portfolio in Q2 2026, its #97 holding.
  • Financial & Tax Architects first reported a position in iShares Global Consumer Staples ETF in Q1 2021 and has held it in 15 quarters since.
  • Financial & Tax Architects's iShares Global Consumer Staples ETF position peaked at $1.17M in Q1 2021.
  • 124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.