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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
Q2 		$782K Buy
11,584
+737
+7% +$50.1K 0.02% 474
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 $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

Gladstone Institutional Advisory's KXI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Global Consumer Staples ETF (KXI) stake by 6.8% in Q2 2026, buying an estimated $50.1K and bringing the position to 11,584 shares worth $782K. The position accounts for 0.02% of the portfolio, ranked #474.

Gladstone Institutional Advisory first reported a position in KXI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.24M in Q4 2025. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Gladstone Institutional Advisory held 11,584 shares of iShares Global Consumer Staples ETF worth $782K as of Q2 2026.
  • Gladstone Institutional Advisory bought 737 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $50.1K.
  • iShares Global Consumer Staples ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #474 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Global Consumer Staples ETF in Q4 2021 and has held it in 19 quarters since.
  • Gladstone Institutional Advisory's iShares Global Consumer Staples ETF position peaked at $2.24M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.