Financial & Tax Architects’s iShares Global Consumer Staples ETF KXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,827
| Closed | -$245K | – | 106 |
|
|
2025
Q1 | $245K | Sell |
3,827
-3,661
| -49% | -$234K | 0.06% | 97 |
|
|
2024
Q4 | $451K | Buy |
7,488
+2,465
| +49% | +$149K | 0.12% | 87 |
|
|
2024
Q3 | $330K | Buy |
+5,023
| New | +$330K | 0.08% | 87 |
|
|
2024
Q1 | – | Sell |
-3,934
| Closed | -$233K | – | 92 |
|
|
2023
Q4 | $233K | Sell |
3,934
-442
| -10% | -$26.2K | 0.07% | 85 |
|
|
2023
Q3 | $250K | Buy |
4,376
+7
| +0.2% | +$399 | 0.08% | 78 |
|
|
2023
Q2 | $267K | Buy |
+4,369
| New | +$267K | 0.08% | 72 |
|
|
2023
Q1 | – | Sell |
-6,822
| Closed | -$409K | – | 81 |
|
|
2022
Q4 | $409K | Buy |
6,822
+739
| +12% | +$44.3K | 0.14% | 62 |
|
|
2022
Q3 | $326K | Buy |
+6,083
| New | +$326K | 0.12% | 58 |
|
|
2022
Q2 | – | Sell |
-3,880
| Closed | -$241K | – | 90 |
|
|
2022
Q1 | $241K | Sell |
3,880
-6,794
| -64% | -$422K | 0.09% | 83 |
|
|
2021
Q4 | $691K | Buy |
10,674
+2,720
| +34% | +$176K | 0.28% | 72 |
|
|
2021
Q3 | $477K | Sell |
7,954
-10,910
| -58% | -$654K | 0.22% | 76 |
|
|
2021
Q2 | $1.15M | Sell |
18,864
-1,242
| -6% | -$75.9K | 0.57% | 47 |
|
|
2021
Q1 | $1.17M | Buy |
+20,106
| New | +$1.17M | 0.66% | 42 |
|