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

IFP 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
2026 Q2	$156K	Hold	2,313	–	–	﹤0.01%	1676
2026 Q1	$155K	Sell	2,313 -174	-7%	-$12K	﹤0.01%	1540
2025 Q4	$161K	Hold	2,487	–	–	﹤0.01%	1496
2025 Q3	$160K	Sell	2,487 -263	-10%	-$17.2K	﹤0.01%	1404
2025 Q2	$180K	Buy	2,750 +263	+11%	+$17.2K	0.01%	1322
2025 Q1	$159K	Hold	2,487	–	–	﹤0.01%	1282
2024 Q4	$150K	Buy	2,487 +2,261	+1,000%	+$143K	﹤0.01%	1279
2024 Q3	$14.9K	Hold	226	–	–	﹤0.01%	2274
2024 Q2	$13.6K	Hold	226	–	–	﹤0.01%	2234
2024 Q1	$13.8K	Sell	226 -40	-15%	-$2.39K	﹤0.01%	2129
2023 Q4	$15.8K	Hold	266	–	–	﹤0.01%	2011
2023 Q3	$15.2K	Hold	266	–	–	﹤0.01%	2073
2023 Q2	$16.3K	Hold	266	–	–	﹤0.01%	2107
2023 Q1	$12.8K	Hold	266	–	–	﹤0.01%	2195
2022 Q4	$13K	Hold	266	–	–	﹤0.01%	3216
2022 Q3	$13K	Hold	266	–	–	﹤0.01%	3452
2022 Q2	$13K	Hold	266	–	–	﹤0.01%	3198
2022 Q1	$13K	Sell	266 -9	-3%	-$561	﹤0.01%	3198
2021 Q4	$19K	Hold	275	–	–	﹤0.01%	1969
2021 Q3	$17K	Buy	275 +9	+3%	+$555	﹤0.01%	2058
2021 Q2	$16K	Hold	266	–	–	﹤0.01%	2033
2021 Q1	$15K	Sell	266 -1,164	-81%	-$66.1K	﹤0.01%	1972
2020 Q4	$83K	Hold	1,430	–	–	﹤0.01%	1213
2020 Q3	$79K	Sell	1,430 -46,702	-97%	-$2.56M	﹤0.01%	1103
2020 Q2	$2.48M	Buy	48,132 +1,851	+4%	+$94.2K	0.2%	110
2020 Q1	$2.21M	Buy	46,281 +46,015	+17,299%	+$2.43M	0.22%	105
2019 Q4	$15K	Sell	266 -4	-1%	-$218	﹤0.01%	1752
2019 Q3	$14K	Buy	+270	New	+$14.6K	﹤0.01%	1914
2019 Q1	$12K	Sell	226 -10,421	-98%	-$510K	﹤0.01%	1540
2018 Q4	$489K	Buy	10,647 +9,555	+875%	+$469K	0.03%	564
2018 Q3	$55K	Hold	1,092	–	–	﹤0.01%	1839
2018 Q2	$54K	Sell	1,092 -120	-10%	-$5.88K	﹤0.01%	1873
2018 Q1	$64K	Hold	1,212	–	–	﹤0.01%	1662
2017 Q4	$64K	Sell	1,212 -600	-33%	-$31.1K	﹤0.01%	1679
2017 Q3	$92K	Buy	1,812 +330	+22%	+$17K	﹤0.01%	1604
2017 Q2	$76K	Hold	1,482	–	–	﹤0.01%	1696
2017 Q1	$74K	Buy	1,482 +226	+18%	+$10.9K	﹤0.01%	1692
2016 Q4	$58K	Hold	1,256	–	–	﹤0.01%	1791
2016 Q3	$62K	Hold	1,256	–	–	﹤0.01%	1679
2016 Q2	$63K	Buy	1,256 +804	+178%	+$39.3K	﹤0.01%	1631
2016 Q1	$12K	Sell	452 -508	-53%	-$23.6K	﹤0.01%	1538
2015 Q4	$45K	Buy	+960	New	+$44.8K	﹤0.01%	1679

Other funds holding KXI

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

IFP Advisors's KXI Position: Q2 2026 in Review

IFP Advisors held its iShares Global Consumer Staples ETF (KXI) position steady in Q2 2026 at 2,313 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

IFP Advisors first reported a position in KXI in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.48M in Q2 2020. 31 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

IFP Advisors held 2,313 shares of iShares Global Consumer Staples ETF worth $156K as of Q2 2026.
IFP Advisors left its iShares Global Consumer Staples ETF share count unchanged in Q2 2026.
iShares Global Consumer Staples ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1676 holding.
IFP Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's iShares Global Consumer Staples ETF position peaked at $2.48M in Q2 2020.
31 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.