Focus Partners Wealth
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Focus Partners Wealth’s iShares Global Consumer Staples ETF KXI Stock Holding History

Focus Partners Wealth’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
Q1 		$334K Hold
4,979
– – ﹤0.01% 2130
2025
Q4 		$322K Buy
4,979
+4
+0.1% +$259 ﹤0.01% 2183
2025
Q3 		$320K Sell
4,975
-100
-2% -$6.54K ﹤0.01% 1806
2025
Q2 		$332K Buy
5,075
+100
+2% +$6.55K ﹤0.01% 1629
2025
Q1 		$319K Hold
4,975
– – ﹤0.01% 1546
2024
Q4 		$300K Hold
4,975
– – ﹤0.01% 1553
2024
Q3 		$327K Buy
+4,975
New +$315K ﹤0.01% 1297

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth's KXI Position: Q1 2026 in Review

Focus Partners Wealth held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 4,979 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Focus Partners Wealth first reported a position in KXI in Q3 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Focus Partners Wealth held 4,979 shares of iShares Global Consumer Staples ETF worth $334K as of Q1 2026.
  • Focus Partners Wealth left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2130 holding.
  • Focus Partners Wealth first reported a position in iShares Global Consumer Staples ETF in Q3 2024 and has held it in 7 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.