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Gladstone Institutional Advisory’s iShares Global Consumer Staples ETF KXI Stock Holding History

Gladstone Institutional Advisory’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 		$727K Sell
10,847
-23,809
-69% -$1.64M 0.03% 453
2025
Q4 		$2.24M Buy
34,656
+1,738
+5% +$113K 0.08% 235
2025
Q3 		$2.12M Buy
32,918
+2,125
+7% +$139K 0.08% 234
2025
Q2 		$2.01M Sell
30,793
-2,851
-8% -$187K 0.08% 240
2025
Q1 		$2.15M Buy
33,644
+4,789
+17% +$297K 0.1% 215
2024
Q4 		$1.74M Buy
28,855
+748
+3% +$47.2K 0.08% 247
2024
Q3 		$1.85M Sell
28,107
-1,200
-4% -$76K 0.09% 235
2024
Q2 		$1.76M Buy
29,307
+1,619
+6% +$98.4K 0.09% 232
2024
Q1 		$1.69M Buy
27,688
+7,863
+40% +$470K 0.09% 228
2023
Q4 		$1.18M Buy
19,825
+2,870
+17% +$165K 0.07% 266
2023
Q3 		$967K Buy
16,955
+1,094
+7% +$65.9K 0.06% 271
2023
Q2 		$971K Buy
15,861
+261
+2% +$16.2K 0.06% 284
2023
Q1 		$966K Buy
15,600
+791
+5% +$47.4K 0.06% 292
2022
Q4 		$883K Sell
14,809
-5,800
-28% -$336K 0.06% 300
2022
Q3 		$1.1M Sell
20,609
-1,994
-9% -$117K 0.09% 252
2022
Q2 		$1.31M Buy
22,603
+2,443
+12% +$148K 0.1% 226
2022
Q1 		$1.25M Buy
20,160
+13,119
+186% +$818K 0.08% 253
2021
Q4 		$456K Buy
+7,041
New +$437K 0.04% 401

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 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
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

Gladstone Institutional Advisory's KXI Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its iShares Global Consumer Staples ETF (KXI) stake by 69% in Q1 2026, selling an estimated $1.64M and leaving 10,847 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #453.

Gladstone Institutional Advisory first reported a position in KXI in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.24M in Q4 2025. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Gladstone Institutional Advisory held 10,847 shares of iShares Global Consumer Staples ETF worth $727K as of Q1 2026.
  • Gladstone Institutional Advisory sold 23,809 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $1.64M.
  • iShares Global Consumer Staples ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #453 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Global Consumer Staples ETF in Q4 2021 and has held it in 18 quarters since.
  • Gladstone Institutional Advisory's iShares Global Consumer Staples ETF position peaked at $2.24M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.