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

Kestra Private Wealth 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
-29,872
Closed -$1.93M – 1825
2025
Q4 		$1.93M Sell
29,872
-1,755
-6% -$114K 0.02% 554
2025
Q3 		$2.04M Buy
31,627
+1,221
+4% +$79.8K 0.03% 516
2025
Q2 		$1.99M Buy
+30,406
New +$1.99M 0.03% 501

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 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
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

Kestra Private Wealth Services's KXI Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2026, closing a stake of 29,872 shares — an estimated $1.93M sold.

Kestra Private Wealth Services first reported a position in KXI in Q2 2025 and held it in 3 quarters. The position peaked at $2.04M in Q3 2025. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining iShares Global Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 29,872 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $1.93M.
  • Kestra Private Wealth Services first reported a position in iShares Global Consumer Staples ETF in Q2 2025 and held it in 3 quarters.
  • Kestra Private Wealth Services's iShares Global Consumer Staples ETF position peaked at $2.04M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.