Independent Advisor Alliance’s iShares Global Consumer Staples ETF KXI Stock Holding History

Independent Advisor Alliance’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	–	Sell	-22,046	Closed	-$1.48M	–	1409
2026 Q1	$1.48M	Buy	+22,046	New	+$1.52M	0.02%	655
2025 Q1	–	Sell	-25,386	Closed	-$1.53M	–	1137
2024 Q4	$1.53M	Buy	+25,386	New	+$1.6M	0.02%	590
2020 Q1	–	Sell	-29,351	Closed	-$1.63M	–	667
2019 Q4	$1.63M	Buy	+29,351	New	+$1.6M	0.07%	270
2017 Q2	–	Sell	-27,738	Closed	-$1.38M	–	333
2017 Q1	$1.38M	Buy	+27,738	New	+$1.34M	0.22%	131

Other funds holding KXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Independent Advisor Alliance's KXI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2026, closing a stake of 22,046 shares — an estimated $1.48M sold.

Independent Advisor Alliance first reported a position in KXI in Q1 2017 and held it in 4 quarters. The position peaked at $1.63M in Q4 2019. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Global Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 22,046 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $1.48M.
Independent Advisor Alliance first reported a position in iShares Global Consumer Staples ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's iShares Global Consumer Staples ETF position peaked at $1.63M in Q4 2019.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.