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Forum Finance Group’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Forum Finance Group’s Portfolio RXI Stock Details RXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11K Hold
70
– – ﹤0.01% 293
2026
Q1 		$10K Buy
+70
New +$14.1K 0.01% 276

Other funds holding RXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Forum Finance Group's RXI Position: Q2 2026 in Review

Forum Finance Group held its iShares Global Consumer Discretionary ETF (RXI) position steady in Q2 2026 at 70 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Forum Finance Group first reported a position in RXI in Q1 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold RXI as of Q2 2026.

  • Forum Finance Group held 70 shares of iShares Global Consumer Discretionary ETF worth $11K as of Q2 2026.
  • Forum Finance Group left its iShares Global Consumer Discretionary ETF share count unchanged in Q2 2026.
  • iShares Global Consumer Discretionary ETF made up ﹤0.01% of Forum Finance Group's portfolio in Q2 2026, its #293 holding.
  • Forum Finance Group first reported a position in iShares Global Consumer Discretionary ETF in Q1 2026 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.