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

Jones Financial Companies’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	$589K	Buy	8,851 +1,085	+14%	+$74.6K	﹤0.01%	1959
2025 Q4	$502K	Buy	7,766 +655	+9%	+$42.4K	﹤0.01%	1512
2025 Q3	$455K	Sell	7,111 -42	-0.6%	-$2.75K	﹤0.01%	1436
2025 Q2	$465K	Buy	7,153 +1,327	+23%	+$86.9K	﹤0.01%	1301
2025 Q1	$370K	Buy	5,826 +1,422	+32%	+$88.3K	﹤0.01%	1248
2024 Q4	$266K	Buy	4,404 +1,170	+36%	+$73.8K	﹤0.01%	1229
2024 Q3	$213K	Buy	3,234 +2,571	+388%	+$163K	﹤0.01%	1112
2024 Q2	$39.8K	Buy	+663	New	+$40.3K	﹤0.01%	1335
2013 Q3	–	Sell	-358	Closed	-$14K	–	789
2013 Q2	$14K	Buy	+358	New	+$14.9K	﹤0.01%	541

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies's KXI Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Global Consumer Staples ETF (KXI) stake by 14% in Q1 2026, buying an estimated $74.6K and bringing the position to 8,851 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Jones Financial Companies first reported a position in KXI in Q2 2013 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Jones Financial Companies held 8,851 shares of iShares Global Consumer Staples ETF worth $589K as of Q1 2026.
Jones Financial Companies bought 1,085 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $74.6K.
iShares Global Consumer Staples ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1959 holding.
Jones Financial Companies first reported a position in iShares Global Consumer Staples ETF in Q2 2013 and has held it in 9 quarters since.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.