FinTrust Capital Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

FinTrust Capital Advisors’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
2021 Q3	–	Sell	-112	Closed	-$7K	–	1185
2021 Q2	$7K	Hold	112	–	–	﹤0.01%	997
2021 Q1	$7K	Hold	112	–	–	﹤0.01%	970
2020 Q4	$7K	Hold	112	–	–	﹤0.01%	915
2020 Q3	$6	Hold	112	–	–	﹤0.01%	939
2020 Q2	$6K	Hold	112	–	–	﹤0.01%	810
2020 Q1	$5K	Hold	112	–	–	﹤0.01%	875
2019 Q4	$6K	Hold	112	–	–	﹤0.01%	827
2019 Q3	$6K	Hold	112	–	–	﹤0.01%	843
2019 Q2	$6K	Hold	112	–	–	﹤0.01%	802
2019 Q1	$6K	Hold	112	–	–	﹤0.01%	891
2018 Q4	$5K	Buy	+112	New	+$5.5K	﹤0.01%	931

Other funds holding KXI

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FinTrust Capital Advisors's KXI Position: Q3 2021 in Review

FinTrust Capital Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2021, closing a stake of 112 shares — an estimated $7K sold.

FinTrust Capital Advisors first reported a position in KXI in Q4 2018 and held it in 11 quarters. The position peaked at $7K in Q2 2021. 114 funds tracked by Wall St. Rank hold KXI as of Q3 2021.

FinTrust Capital Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q3 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 112 iShares Global Consumer Staples ETF shares in Q3 2021, an estimated $7K.
FinTrust Capital Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2018 and held it in 11 quarters.
FinTrust Capital Advisors's iShares Global Consumer Staples ETF position peaked at $7K in Q2 2021.
114 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2021.

Based on FinTrust Capital Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.