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

IHT 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	-4,623	Closed	-$256K	–	616
2019 Q4	$256K	Sell	4,623 -1,741	-27%	-$95.1K	0.03%	495
2019 Q3	$349K	Sell	6,364 -606	-9%	-$32.7K	0.05%	388
2019 Q2	$367K	Sell	6,970 -8,933	-56%	-$466K	0.05%	353
2019 Q1	$822K	Sell	15,903 -1,150	-7%	-$56.2K	0.14%	184
2018 Q4	$784K	Sell	17,053 -479	-3%	-$23.5K	0.15%	167
2018 Q3	$881K	Buy	17,532 +817	+5%	+$41.1K	0.19%	140
2018 Q2	$819K	Buy	16,715 +15,915	+1,989%	+$779K	0.21%	131
2018 Q1	$39K	Hold	800	–	–	0.01%	755
2017 Q4	$43K	Hold	800	–	–	0.01%	741
2017 Q3	$41K	Hold	800	–	–	0.02%	571
2017 Q2	$79	Buy	800 +500	+167%	+$25.7K	0.04%	393
2017 Q1	$15K	Hold	300	–	–	0.01%	724
2016 Q4	$14K	Buy	+300	New	+$14.1K	0.01%	730

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IHT Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2020, closing a stake of 4,623 shares — an estimated $256K sold.

IHT Wealth Management first reported a position in KXI in Q4 2016 and held it in 13 quarters. The position peaked at $881K in Q3 2018. 117 funds tracked by Wall St. Rank hold KXI as of Q1 2020.

IHT Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
IHT Wealth Management sold 4,623 iShares Global Consumer Staples ETF shares in Q1 2020, an estimated $256K.
IHT Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q4 2016 and held it in 13 quarters.
IHT Wealth Management's iShares Global Consumer Staples ETF position peaked at $881K in Q3 2018.
117 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2020.

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