FA
KXI icon

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

Fortis 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
2026
Q1 		$564K Buy
+8,413
New +$579K 0.28% 55
2024
Q3 		– Sell
-68,942
Closed -$4.14M – 110
2024
Q2 		$4.14M Sell
68,942
-54
-0.1% -$3.28K 2.92% 8
2024
Q1 		$4.21M Sell
68,996
-364
-0.5% -$21.8K 2.82% 7
2023
Q4 		$4.11M Buy
69,360
+679
+1% +$39.1K 2.93% 7
2023
Q3 		$3.92M Sell
68,681
-57,947
-46% -$3.49M 2.95% 7
2023
Q2 		$6.08M Buy
126,628
+4,435
+4% +$276K 4.35% 7
2023
Q1 		$5.88M Sell
122,193
-19,160
-14% -$1.15M 3.84% 6
2022
Q4 		$6.87M Sell
141,353
-13,281
-9% -$770K 5.23% 5
2022
Q3 		$7.04M Sell
154,634
-4,800
-3% -$281K 5.02% 4
2022
Q2 		$7.76M Buy
159,434
+62,105
+64% +$3.76M 5.14% 3
2022
Q1 		$4.38M Buy
97,329
+1,655
+2% +$103K 2.4% 12
2021
Q4 		$4.39M Buy
95,674
+1,735
+2% +$108K 2.55% 9
2021
Q3 		$4.1M Buy
93,939
+11,598
+14% +$716K 2.51% 9
2021
Q2 		$3.44M Buy
82,341
+15,627
+23% +$951K 1.99% 15
2021
Q1 		$2.52M Buy
66,714
+31,895
+92% +$1.81M 1.79% 17
2020
Q4 		$2.03M Buy
34,819
+3,594
+12% +$204K 1.79% 18
2020
Q3 		$1.73M Buy
+31,225
New +$1.71M 1.61% 19

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 13.96% 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

Fortis Advisors's KXI Position: Q1 2026 in Review

Fortis Advisors opened a new position in iShares Global Consumer Staples ETF (KXI) in Q1 2026: 8,413 shares worth $564K. The stake represents 0.28% of the portfolio and ranks #55 among its holdings. This is a return to the name: Fortis Advisors previously reported a position in KXI as recently as Q2 2024.

Fortis Advisors first reported a position in KXI in Q3 2020 and has held it in 17 quarters since. The position peaked at $7.76M in Q2 2022. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Fortis Advisors held 8,413 shares of iShares Global Consumer Staples ETF worth $564K as of Q1 2026.
  • iShares Global Consumer Staples ETF was a new Fortis Advisors position in Q1 2026.
  • iShares Global Consumer Staples ETF made up 0.28% of Fortis Advisors's portfolio in Q1 2026, its #55 holding.
  • Fortis Advisors first reported a position in iShares Global Consumer Staples ETF in Q3 2020 and has held it in 17 quarters since.
  • Fortis Advisors's iShares Global Consumer Staples ETF position peaked at $7.76M in Q2 2022.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.