Houlihan Financial Resource Group’s iShares Global Consumer Staples ETF KXI Stock Holding History

Houlihan Financial Resource 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
2020 Q3	$29K	Buy	+500	New	+$27.4K	0.02%	213

Other funds holding KXI

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Houlihan Financial Resource Group's KXI Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares Global Consumer Staples ETF (KXI) in Q3 2020: 500 shares worth $29K. The stake represents 0.02% of the portfolio and ranks #213 among its holdings.

115 funds tracked by Wall St. Rank hold KXI as of Q3 2020.

Houlihan Financial Resource Group held 500 shares of iShares Global Consumer Staples ETF worth $29K as of Q3 2020.
iShares Global Consumer Staples ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares Global Consumer Staples ETF made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #213 holding.
115 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.