Founders Financial Securities’s iShares Global Consumer Staples ETF KXI Stock Holding History

Founders Financial Securities’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	–	Sell	-3,927	Closed	-$254K	–	564
2025 Q4	$254K	Buy	+3,927	New	+$254K	0.02%	507
2025 Q3	–	Sell	-3,927	Closed	-$257K	–	508
2025 Q2	$257K	Hold	3,927	–	–	0.02%	445
2025 Q1	$257K	Buy	+3,927	New	+$244K	0.02%	411
2024 Q3	–	Sell	-3,927	Closed	-$236K	–	455
2024 Q2	$236K	Buy	+3,927	New	+$239K	0.02%	383

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Founders Financial Securities's KXI Position: Q1 2026 in Review

Founders Financial Securities sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2026, closing a stake of 3,927 shares — an estimated $254K sold.

Founders Financial Securities first reported a position in KXI in Q2 2024 and held it in 4 quarters. The position peaked at $257K in Q1 2025. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Founders Financial Securities reported no remaining iShares Global Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 3,927 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $254K.
Founders Financial Securities first reported a position in iShares Global Consumer Staples ETF in Q2 2024 and held it in 4 quarters.
Founders Financial Securities's iShares Global Consumer Staples ETF position peaked at $257K in Q1 2025.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.