Kestra Advisory Services’s iShares Global Consumer Staples ETF KXI Stock Holding History

Kestra Advisory Services’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	–	Sell	-556	Closed	-$35.9K	–	3818
2025 Q4	$35.9K	Buy	+556	New	+$36K	﹤0.01%	4172
2024 Q2	–	Sell	-3,515	Closed	-$215K	–	2655
2024 Q1	$215K	Buy	3,515 +34	+1%	+$2.03K	﹤0.01%	2234
2023 Q4	$206K	Buy	+3,481	New	+$200K	﹤0.01%	2092
2023 Q3	–	Sell	-3,442	Closed	-$211K	–	2177
2023 Q2	$211K	Buy	+3,442	New	+$214K	﹤0.01%	1876
2022 Q1	–	Sell	-3,144	Closed	-$204K	–	2077
2021 Q4	$204K	Buy	+3,144	New	+$195K	﹤0.01%	1864

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

Kestra Advisory Services's KXI Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2026, closing a stake of 556 shares — an estimated $35.9K sold.

Kestra Advisory Services first reported a position in KXI in Q4 2021 and held it in 5 quarters. The position peaked at $215K in Q1 2024. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Kestra Advisory Services reported no remaining iShares Global Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 556 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $35.9K.
Kestra Advisory Services first reported a position in iShares Global Consumer Staples ETF in Q4 2021 and held it in 5 quarters.
Kestra Advisory Services's iShares Global Consumer Staples ETF position peaked at $215K in Q1 2024.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.