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

IBEX 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
Q4 		– Sell
-563
Closed -$34K – 321
2021
Q3 		$34K Buy
+563
New +$34.7K 0.01% 289
2019
Q3 		– Sell
-537
Closed -$28K – 247
2019
Q2 		$28K Buy
+537
New +$28K 0.01% 259
2017
Q1 		– Sell
-1,564
Closed -$73K – 240
2016
Q4 		$73K Buy
+1,564
New +$73.3K 0.04% 160

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IBEX Wealth Advisors's KXI Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2021, closing a stake of 563 shares — an estimated $34K sold.

IBEX Wealth Advisors first reported a position in KXI in Q4 2016 and held it in 3 quarters. The position peaked at $73K in Q4 2016. 149 funds tracked by Wall St. Rank hold KXI as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 563 iShares Global Consumer Staples ETF shares in Q4 2021, an estimated $34K.
  • IBEX Wealth Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's iShares Global Consumer Staples ETF position peaked at $73K in Q4 2016.
  • 149 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.