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Howe & Rusling’s iShares Global Consumer Staples ETF KXI Stock Holding History

Howe & Rusling’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
2024
Q1 		– Sell
-80
Closed -$4.74K – 400
2023
Q4 		$4.74K Buy
+80
New +$4.61K ﹤0.01% 343

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
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
Ameriprise
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Howe & Rusling's KXI Position: Q1 2024 in Review

Howe & Rusling sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2024, closing a stake of 80 shares — an estimated $4.74K sold.

Howe & Rusling first reported a position in KXI in Q4 2023 and held it in 1 quarter. The position peaked at $4.74K in Q4 2023. 137 funds tracked by Wall St. Rank hold KXI as of Q1 2024.

  • Howe & Rusling reported no remaining iShares Global Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
  • Howe & Rusling sold 80 iShares Global Consumer Staples ETF shares in Q1 2024, an estimated $4.74K.
  • Howe & Rusling first reported a position in iShares Global Consumer Staples ETF in Q4 2023 and held it in 1 quarter.
  • Howe & Rusling's iShares Global Consumer Staples ETF position peaked at $4.74K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2024.

Based on Howe & Rusling's 13F filing for Q1 2024, filed 15 May 2024.