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

Key Financial Inc’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 		$17.2K Buy
+257
New +$17.7K ﹤0.01% 762

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

Key Financial Inc's KXI Position: Q1 2026 in Review

Key Financial Inc opened a new position in iShares Global Consumer Staples ETF (KXI) in Q1 2026: 257 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings.

127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Key Financial Inc held 257 shares of iShares Global Consumer Staples ETF worth $17.2K as of Q1 2026.
  • iShares Global Consumer Staples ETF was a new Key Financial Inc position in Q1 2026.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #762 holding.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.