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Flagship Harbor Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Flagship Harbor 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
2020
Q4 		– Sell
-1,199
Closed -$66K – 1186
2020
Q3 		$66K Hold
1,199
– – 0.01% 769
2020
Q2 		$62K Hold
1,199
– – 0.01% 789
2020
Q1 		$57K Hold
1,199
– – 0.01% 720
2019
Q4 		$67K Hold
1,199
– – 0.01% 733
2019
Q3 		$65K Hold
1,199
– – 0.01% 703
2019
Q2 		$63K Hold
1,199
– – 0.01% 692
2019
Q1 		$61K Hold
1,199
– – 0.01% 702
2018
Q4 		$55K Hold
1,199
– – 0.01% 679
2018
Q3 		$60K Hold
1,199
– – 0.01% 736
2018
Q2 		$58K Buy
+1,199
New +$58.7K 0.01% 733

Other funds holding KXI

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return