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

Ironwood Financial’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
2021 Q4	–	Sell	-320	Closed	-$19K	–	355
2021 Q3	$19K	Hold	320	–	–	0.01%	288
2021 Q2	$20K	Hold	320	–	–	0.01%	277
2021 Q1	$19K	Hold	320	–	–	0.01%	268
2020 Q4	$19K	Hold	320	–	–	0.01%	256
2020 Q3	$18K	Hold	320	–	–	0.01%	205
2020 Q2	$17K	Hold	320	–	–	0.01%	199
2020 Q1	$15K	Hold	320	–	–	0.01%	183
2019 Q4	$18K	Hold	320	–	–	0.01%	218
2019 Q3	$18K	Hold	320	–	–	0.01%	212
2019 Q2	$17K	Hold	320	–	–	0.01%	222
2019 Q1	$17K	Hold	320	–	–	0.01%	218
2018 Q4	$15K	Buy	+320	New	+$15.7K	0.01%	211

Other funds holding KXI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Financial's KXI Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2021, closing a stake of 320 shares — an estimated $19K sold.

Ironwood Financial first reported a position in KXI in Q4 2018 and held it in 12 quarters. The position peaked at $20K in Q2 2021. 149 funds tracked by Wall St. Rank hold KXI as of Q4 2021.

Ironwood Financial reported no remaining iShares Global Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 320 iShares Global Consumer Staples ETF shares in Q4 2021, an estimated $19K.
Ironwood Financial first reported a position in iShares Global Consumer Staples ETF in Q4 2018 and held it in 12 quarters.
Ironwood Financial's iShares Global Consumer Staples ETF position peaked at $20K in Q2 2021.
149 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.