Independent Financial Group’s iShares Global Consumer Staples ETF KXI Stock Holding History

Independent Financial Group’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
2025 Q1	–	Sell	-3,506	Closed	-$211K	–	1226
2024 Q4	$211K	Sell	3,506 -23,678	-87%	-$1.49M	0.01%	1074
2024 Q3	$1.79M	Buy	27,184 +1,875	+7%	+$119K	0.07%	294
2024 Q2	$1.52M	Buy	+25,309	New	+$1.54M	0.06%	291
2022 Q1	–	Sell	-3,300	Closed	-$214K	–	819
2021 Q4	$214K	Buy	+3,300	New	+$205K	0.02%	708
2021 Q3	–	Sell	-3,808	Closed	-$233K	–	737
2021 Q2	$233K	Buy	3,808 +12	+0.3%	+$730	0.02%	615
2021 Q1	$221K	Sell	3,796 -627	-14%	-$35.6K	0.03%	562
2020 Q4	$258K	Buy	4,423 +15	+0.3%	+$852	0.04%	462
2020 Q3	$244K	Sell	4,408 -97	-2%	-$5.32K	0.05%	396
2020 Q2	$233K	Buy	4,505 +12	+0.3%	+$611	0.05%	379
2020 Q1	$215K	Buy	+4,493	New	+$238K	0.06%	319

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

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

Independent Financial Group's KXI Position: Q1 2025 in Review

Independent Financial Group sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2025, closing a stake of 3,506 shares — an estimated $211K sold.

Independent Financial Group first reported a position in KXI in Q1 2020 and held it in 10 quarters. The position peaked at $1.79M in Q3 2024. 122 funds tracked by Wall St. Rank hold KXI as of Q1 2025.

Independent Financial Group reported no remaining iShares Global Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Independent Financial Group sold 3,506 iShares Global Consumer Staples ETF shares in Q1 2025, an estimated $211K.
Independent Financial Group first reported a position in iShares Global Consumer Staples ETF in Q1 2020 and held it in 10 quarters.
Independent Financial Group's iShares Global Consumer Staples ETF position peaked at $1.79M in Q3 2024.
122 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.