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 Q2	$342K	Buy	5,059 +80	+2%	+$5.44K	﹤0.01%	2188
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Focus Partners Wealth's KXI Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Global Consumer Staples ETF (KXI) stake by 1.6% in Q2 2026, buying an estimated $5.44K and bringing the position to 5,059 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Focus Partners Wealth first reported a position in KXI in Q3 2024 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Focus Partners Wealth held 5,059 shares of iShares Global Consumer Staples ETF worth $342K as of Q2 2026.
Focus Partners Wealth bought 80 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $5.44K.
iShares Global Consumer Staples ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2188 holding.
Focus Partners Wealth first reported a position in iShares Global Consumer Staples ETF in Q3 2024 and has held it in 8 quarters since.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.