HCR Wealth Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

HCR Wealth Advisors’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
2021 Q1	–	Sell	-3,855	Closed	-$225K	–	232
2020 Q4	$225K	Hold	3,855	–	–	0.05%	167
2020 Q3	$214K	Hold	3,855	–	–	0.05%	153
2020 Q2	$200K	Buy	3,855 +100	+3%	+$5.09K	0.05%	148
2020 Q1	$180K	Hold	3,755	–	–	0.05%	147
2019 Q4	$208K	Hold	3,755	–	–	0.05%	145
2019 Q3	$206K	Buy	+3,755	New	+$202K	0.07%	144

Other funds holding KXI

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

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

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

HCR Wealth Advisors's KXI Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2021, closing a stake of 3,855 shares — an estimated $225K sold.

HCR Wealth Advisors first reported a position in KXI in Q3 2019 and held it in 6 quarters. The position peaked at $225K in Q4 2020. 119 funds tracked by Wall St. Rank hold KXI as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 3,855 iShares Global Consumer Staples ETF shares in Q1 2021, an estimated $225K.
HCR Wealth Advisors first reported a position in iShares Global Consumer Staples ETF in Q3 2019 and held it in 6 quarters.
HCR Wealth Advisors's iShares Global Consumer Staples ETF position peaked at $225K in Q4 2020.
119 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.