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Intelligent Financial Strategies’s iShares Global Consumer Staples ETF KXI Stock Holding History

Intelligent Financial Strategies’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 		$233K Sell
3,481
-235
-6% -$16.2K 0.12% 34
2025
Q4 		$240K Hold
3,716
– – 0.12% 38
2025
Q3 		$239K Sell
3,716
-20
-0.5% -$1.31K 0.12% 36
2025
Q2 		$244K Hold
3,736
– – 0.13% 34
2025
Q1 		$239K Sell
3,736
-1,934
-34% -$120K 0.12% 35
2024
Q4 		$342K Hold
5,670
– – 0.19% 30
2024
Q3 		$373K Hold
5,670
– – 0.21% 30
2024
Q2 		$341K Hold
5,670
– – 0.21% 30
2024
Q1 		$346K Hold
5,670
– – 0.21% 32
2023
Q4 		$336K Sell
5,670
-440
-7% -$25.3K 0.24% 36
2023
Q3 		$349K Hold
6,110
– – 0.26% 35
2023
Q2 		$374K Sell
6,110
-575
-9% -$35.8K 0.27% 35
2023
Q1 		$414K Sell
6,685
-1,271
-16% -$76.1K 0.32% 34
2022
Q4 		$474K Sell
7,956
-611
-7% -$35.4K 0.4% 33
2022
Q3 		$459K Sell
8,567
-241
-3% -$14.1K 0.48% 37
2022
Q2 		$509K Sell
8,808
-848
-9% -$51.3K 0.52% 34
2022
Q1 		$600K Sell
9,656
-2,115
-18% -$132K 0.58% 32
2021
Q4 		$762K Buy
+11,771
New +$731K 0.69% 29

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

Intelligent Financial Strategies's KXI Position: Q1 2026 in Review

Intelligent Financial Strategies reduced its iShares Global Consumer Staples ETF (KXI) stake by 6.3% in Q1 2026, selling an estimated $16.2K and leaving 3,481 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #34.

Intelligent Financial Strategies first reported a position in KXI in Q4 2021 and has held it in 18 quarters since. The position peaked at $762K in Q4 2021. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Intelligent Financial Strategies held 3,481 shares of iShares Global Consumer Staples ETF worth $233K as of Q1 2026.
  • Intelligent Financial Strategies sold 235 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $16.2K.
  • iShares Global Consumer Staples ETF made up 0.12% of Intelligent Financial Strategies's portfolio in Q1 2026, its #34 holding.
  • Intelligent Financial Strategies first reported a position in iShares Global Consumer Staples ETF in Q4 2021 and has held it in 18 quarters since.
  • Intelligent Financial Strategies's iShares Global Consumer Staples ETF position peaked at $762K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.