GWS
Glassman Wealth Services’s iShares Global Consumer Staples ETF KXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$282K | 0.05% | 123 |
|
|
2021
Q4 | $10K | Buy |
+155
| New | +$10K | ﹤0.01% | 793 |
|