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ForthRight Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

ForthRight Wealth Management’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
Q1 		– Sell
-272
Closed -$16K – 117
2020
Q4 		$16K Buy
+272
New +$15.5K 0.01% 105

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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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ForthRight Wealth Management's KXI Position: Q1 2021 in Review

ForthRight Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2021, closing a stake of 272 shares — an estimated $16K sold.

ForthRight Wealth Management first reported a position in KXI in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 119 funds tracked by Wall St. Rank hold KXI as of Q1 2021.

  • ForthRight Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 272 iShares Global Consumer Staples ETF shares in Q1 2021, an estimated $16K.
  • ForthRight Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's iShares Global Consumer Staples ETF position peaked at $16K in Q4 2020.
  • 119 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.