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Gerber Kawasaki Wealth & Investment Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-6
Closed -$6K – 724
2021
Q3 		$6K Buy
+6
New +$370 ﹤0.01% 735

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's KXI Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2021, closing a stake of 6 shares — an estimated $6K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in KXI in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 149 funds tracked by Wall St. Rank hold KXI as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares Global Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 6 iShares Global Consumer Staples ETF shares in Q4 2021, an estimated $6K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Global Consumer Staples ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares Global Consumer Staples ETF position peaked at $6K in Q3 2021.
  • 149 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.