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GWS
Glassman Wealth Services’s
iShares Global Consumer Staples ETF
KXI
Stock Holding History
Glassman Wealth Services’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
$315K
Hold
4,700
–
–
0.04%
61
2025
Q4
$304K
Hold
4,700
–
–
0.04%
62
2025
Q3
$303K
Hold
4,700
–
–
0.04%
61
2025
Q2
$307K
Hold
4,700
–
–
0.05%
61
2025
Q1
$301K
Hold
4,700
–
–
0.05%
56
2024
Q4
$283K
Hold
4,700
–
–
0.05%
56
2024
Q3
$309K
Hold
4,700
–
–
0.05%
56
2024
Q2
$283K
Hold
4,700
–
–
0.05%
59
2024
Q1
$287K
Hold
4,700
–
–
0.06%
56
2023
Q4
$279K
Hold
4,700
–
–
0.04%
146
2023
Q3
$268K
Hold
4,700
–
–
0.04%
131
2023
Q2
$288K
Hold
4,700
–
–
0.05%
125
2023
Q1
$291K
Hold
4,700
–
–
0.05%
120
2022
Q4
$280K
Hold
4,700
–
–
0.05%
135
2022
Q3
$252K
Hold
4,700
–
–
0.05%
124
2022
Q2
$272K
Hold
4,700
–
–
0.06%
122
2022
Q1
$292K
Buy
4,700
+4,545
+2,932%
+$283K
0.05%
123
2021
Q4
$10K
Buy
+155
New
+$9.62K
﹤0.01%
793
Other funds holding KXI
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$295B AUM
31.6%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
BS
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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