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

Focus Financial Network’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
Q3 		$437K Hold
6,676
– – 0.01% 519
2026
Q2 		$451K Buy
6,676
+78
+1% +$5.31K 0.01% 507
2026
Q1 		$442K Hold
6,598
– – 0.02% 489
2025
Q4 		$427K Buy
6,598
+78
+1% +$5.06K 0.01% 489
2025
Q3 		$420K Hold
6,520
– – 0.02% 500
2025
Q2 		$426K Buy
6,520
+206
+3% +$13.5K 0.02% 468
2025
Q1 		$404K Hold
6,314
– – 0.02% 467
2024
Q4 		$381K Buy
6,314
+88
+1% +$5.55K 0.02% 483
2024
Q3 		$409K Hold
6,226
– – 0.02% 459
2024
Q2 		$388K Sell
6,226
-1,256
-17% -$76.3K 0.02% 461
2024
Q1 		$439K Sell
7,482
-236
-3% -$14.1K 0.02% 402
2023
Q4 		$458K Sell
7,718
-1,897
-20% -$109K 0.02% 474
2023
Q3 		$549K Sell
9,615
-353
-4% -$21.3K 0.03% 338
2023
Q2 		$610K Sell
9,968
-557
-5% -$34.7K 0.03% 324
2023
Q1 		$652K Hold
10,525
– – 0.04% 303
2022
Q4 		$628K Sell
10,525
-2,818
-21% -$163K 0.05% 248
2022
Q3 		$715K Sell
13,343
-406
-3% -$23.7K 0.06% 233
2022
Q2 		$795K Buy
13,749
+548
+4% +$33.2K 0.07% 230
2022
Q1 		$820K Buy
+13,201
New +$823K 0.06% 226
2021
Q1 		– Sell
-26,400
Closed -$1.54M – 465
2020
Q4 		$1.54M Buy
26,400
+3,572
+16% +$203K 0.14% 139
2020
Q3 		$1.26M Sell
22,828
-636
-3% -$34.9K 0.12% 160
2020
Q2 		$1.21M Sell
23,464
-1,079
-4% -$54.9K 0.13% 143
2020
Q1 		$1.17M Sell
24,543
-561
-2% -$29.7K 0.16% 129
2019
Q4 		$1.39M Sell
25,104
-1,435
-5% -$78.3K 0.17% 123
2019
Q3 		$1.45M Buy
26,539
+1,577
+6% +$85K 0.2% 100
2019
Q2 		$1.31M Buy
24,962
+616
+3% +$32.1K 0.19% 105
2019
Q1 		$1.26M Buy
+24,346
New +$1.19M 0.2% 101

Other funds holding KXI

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Focus Financial Network's KXI Position: Q3 2026 in Review

Focus Financial Network held its iShares Global Consumer Staples ETF (KXI) position steady in Q3 2026 at 6,676 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #519.

Focus Financial Network first reported a position in KXI in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.54M in Q4 2020. 20 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

  • Focus Financial Network held 6,676 shares of iShares Global Consumer Staples ETF worth $437K as of Q3 2026.
  • Focus Financial Network left its iShares Global Consumer Staples ETF share count unchanged in Q3 2026.
  • iShares Global Consumer Staples ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #519 holding.
  • Focus Financial Network first reported a position in iShares Global Consumer Staples ETF in Q1 2019 and has held it in 27 quarters since.
  • Focus Financial Network's iShares Global Consumer Staples ETF position peaked at $1.54M in Q4 2020.
  • 20 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.