GWN Securities
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GWN Securities’s iShares Global Consumer Staples ETF KXI Stock Holding History

GWN Securities’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
Q2 		– Sell
-17,267
Closed -$1.11M – 580
2025
Q1 		$1.11M Buy
+17,267
New +$1.07M 0.06% 288

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LPL Financial
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Morgan Stanley
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Federation des caisses Desjardins du Quebec
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Morningstar Investment Management
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GWN Securities's KXI Position: Q2 2025 in Review

GWN Securities sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2025, closing a stake of 17,267 shares — an estimated $1.11M sold.

GWN Securities first reported a position in KXI in Q1 2025 and held it in 1 quarter. The position peaked at $1.11M in Q1 2025. 133 funds tracked by Wall St. Rank hold KXI as of Q2 2025.

  • GWN Securities reported no remaining iShares Global Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 17,267 iShares Global Consumer Staples ETF shares in Q2 2025, an estimated $1.11M.
  • GWN Securities first reported a position in iShares Global Consumer Staples ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's iShares Global Consumer Staples ETF position peaked at $1.11M in Q1 2025.
  • 133 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.