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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

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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.