Institutional & Family Asset Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Institutional & Family Asset 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
2023 Q4	–	Sell	-37	Closed	-$2.11K	–	735
2023 Q3	$2.11K	Sell	37 -105	-74%	-$6.33K	﹤0.01%	546
2023 Q2	$8.69K	Hold	142	–	–	﹤0.01%	402
2023 Q1	$8.8K	Hold	142	–	–	﹤0.01%	394
2022 Q4	$8.47K	Sell	142 -71	-33%	-$4.12K	﹤0.01%	395
2022 Q3	$11K	Hold	213	–	–	﹤0.01%	377
2022 Q2	$12K	Sell	213 -117	-35%	-$7.08K	﹤0.01%	366
2022 Q1	$20K	Hold	330	–	–	﹤0.01%	355
2021 Q4	$21K	Buy	+330	New	+$20.5K	﹤0.01%	364
2021 Q1	–	Sell	-253	Closed	-$15K	–	968
2020 Q4	$15K	Hold	253	–	–	﹤0.01%	474
2020 Q3	$14K	Hold	253	–	–	﹤0.01%	447
2020 Q2	$13K	Sell	253 -317	-56%	-$16.1K	﹤0.01%	455
2020 Q1	$27K	Hold	570	–	–	0.01%	326
2019 Q4	$32K	Hold	570	–	–	0.01%	367
2019 Q3	$31K	Hold	570	–	–	0.01%	349
2019 Q2	$30K	Hold	570	–	–	0.01%	370
2019 Q1	$29K	Buy	+570	New	+$27.9K	0.01%	381

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Institutional & Family Asset Management's KXI Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2023, closing a stake of 37 shares — an estimated $2.11K sold.

Institutional & Family Asset Management first reported a position in KXI in Q1 2019 and held it in 16 quarters. The position peaked at $32K in Q4 2019. 144 funds tracked by Wall St. Rank hold KXI as of Q4 2023.

Institutional & Family Asset Management reported no remaining iShares Global Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 37 iShares Global Consumer Staples ETF shares in Q4 2023, an estimated $2.11K.
Institutional & Family Asset Management first reported a position in iShares Global Consumer Staples ETF in Q1 2019 and held it in 16 quarters.
Institutional & Family Asset Management's iShares Global Consumer Staples ETF position peaked at $32K in Q4 2019.
144 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.