High Net Worth Advisory Group’s iShares Global Consumer Staples ETF KXI Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-172	Closed	-$10.3K	–	402
2022 Q4	$10.3K	Hold	172	–	–	﹤0.01%	499
2022 Q3	$9K	Hold	172	–	–	﹤0.01%	545
2022 Q2	$10K	Hold	172	–	–	﹤0.01%	530
2022 Q1	$11K	Hold	172	–	–	﹤0.01%	522
2021 Q4	$11K	Buy	+172	New	+$10.7K	﹤0.01%	529

Other funds holding KXI

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

RBA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FDCDDQ

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

High Net Worth Advisory Group's KXI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2023, closing a stake of 172 shares — an estimated $10.3K sold.

High Net Worth Advisory Group first reported a position in KXI in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 148 funds tracked by Wall St. Rank hold KXI as of Q1 2023.

High Net Worth Advisory Group reported no remaining iShares Global Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 172 iShares Global Consumer Staples ETF shares in Q1 2023, an estimated $10.3K.
High Net Worth Advisory Group first reported a position in iShares Global Consumer Staples ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's iShares Global Consumer Staples ETF position peaked at $11K in Q1 2022.
148 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.