Global Retirement Partners’s iShares Global Consumer Staples ETF KXI Stock Holding History

Global Retirement Partners’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
2025 Q4	–	Sell	-1,060	Closed	-$68.2K	–	4343
2025 Q3	$68.2K	Buy	1,060 +42	+4%	+$2.75K	﹤0.01%	1724
2025 Q2	$66.6K	Buy	+1,018	New	+$66.6K	﹤0.01%	1624
2023 Q3	–	Sell	-2	Closed	-$126	–	3307
2023 Q2	$126	Sell	2 -25	-93%	-$1.56K	﹤0.01%	3125
2023 Q1	$1.73K	Buy	+27	New	+$1.62K	﹤0.01%	2551
2021 Q4	–	Sell	-3,097	Closed	-$186K	–	1102
2021 Q3	$186K	Buy	+3,097	New	+$191K	0.02%	487

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Global Retirement Partners's KXI Position: Q4 2025 in Review

Global Retirement Partners sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2025, closing a stake of 1,060 shares — an estimated $68.2K sold.

Global Retirement Partners first reported a position in KXI in Q3 2021 and held it in 5 quarters. The position peaked at $186K in Q3 2021. 125 funds tracked by Wall St. Rank hold KXI as of Q4 2025.

Global Retirement Partners reported no remaining iShares Global Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 1,060 iShares Global Consumer Staples ETF shares in Q4 2025, an estimated $68.2K.
Global Retirement Partners first reported a position in iShares Global Consumer Staples ETF in Q3 2021 and held it in 5 quarters.
Global Retirement Partners's iShares Global Consumer Staples ETF position peaked at $186K in Q3 2021.
125 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.