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Grimes & Company’s iShares Global Consumer Staples ETF KXI Stock Holding History

Grimes & Company’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 		– Sell
-38,526
Closed -$2.49M – 458
2025
Q4 		$2.49M Buy
+38,526
New +$2.5M 0.06% 174

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

Grimes & Company's KXI Position: Q1 2026 in Review

Grimes & Company sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2026, closing a stake of 38,526 shares — an estimated $2.49M sold.

Grimes & Company first reported a position in KXI in Q4 2025 and held it in 1 quarter. The position peaked at $2.49M in Q4 2025. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Grimes & Company reported no remaining iShares Global Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Grimes & Company sold 38,526 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $2.49M.
  • Grimes & Company first reported a position in iShares Global Consumer Staples ETF in Q4 2025 and held it in 1 quarter.
  • Grimes & Company's iShares Global Consumer Staples ETF position peaked at $2.49M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.