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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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's KXI Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares Global Consumer Staples ETF (KXI) in Q1 2026: 22,046 shares worth $1.48M. The stake represents 0.02% of the portfolio and ranks #655 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in KXI as recently as Q4 2024.

Independent Advisor Alliance first reported a position in KXI in Q1 2017 and has held it in 4 quarters since. The position peaked at $1.63M in Q4 2019. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Independent Advisor Alliance held 22,046 shares of iShares Global Consumer Staples ETF worth $1.48M as of Q1 2026.
  • iShares Global Consumer Staples ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares Global Consumer Staples ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #655 holding.
  • Independent Advisor Alliance first reported a position in iShares Global Consumer Staples ETF in Q1 2017 and has held it in 4 quarters since.
  • Independent Advisor Alliance's iShares Global Consumer Staples ETF position peaked at $1.63M in Q4 2019.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.