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Howard Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Howard Wealth Management’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
Q1 		– Sell
-340
Closed -$18K – 313
2019
Q4 		$18K Buy
+340
New +$18.6K 0.02% 283

Other funds holding KXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Howard Wealth Management's KXI Position: Q1 2020 in Review

Howard Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2020, closing a stake of 340 shares — an estimated $18K sold.

Howard Wealth Management first reported a position in KXI in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 117 funds tracked by Wall St. Rank hold KXI as of Q1 2020.

  • Howard Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 340 iShares Global Consumer Staples ETF shares in Q1 2020, an estimated $18K.
  • Howard Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's iShares Global Consumer Staples ETF position peaked at $18K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.