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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
Q2 		$575K Buy
8,516
+103
+1% +$7.01K 0.27% 60
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 $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
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

Fortis Advisors's KXI Position: Q2 2026 in Review

Fortis Advisors increased its iShares Global Consumer Staples ETF (KXI) stake by 1.2% in Q2 2026, buying an estimated $7.01K and bringing the position to 8,516 shares worth $575K. The position accounts for 0.27% of the portfolio, ranked #60.

Fortis Advisors first reported a position in KXI in Q3 2020 and has held it in 18 quarters since. The position peaked at $7.76M in Q2 2022. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Fortis Advisors held 8,516 shares of iShares Global Consumer Staples ETF worth $575K as of Q2 2026.
  • Fortis Advisors bought 103 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $7.01K.
  • iShares Global Consumer Staples ETF made up 0.27% of Fortis Advisors's portfolio in Q2 2026, its #60 holding.
  • Fortis Advisors first reported a position in iShares Global Consumer Staples ETF in Q3 2020 and has held it in 18 quarters since.
  • Fortis Advisors's iShares Global Consumer Staples ETF position peaked at $7.76M in Q2 2022.
  • 124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.