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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
Q2 		– Sell
-257
Closed -$17.2K – 1406
2026
Q1 		$17.2K Buy
+257
New +$17.7K ﹤0.01% 762

Other funds holding KXI

Fisher Asset Management
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Key Financial Inc's KXI Position: Q2 2026 in Review

Key Financial Inc sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2026, closing a stake of 257 shares — an estimated $17.2K sold.

Key Financial Inc first reported a position in KXI in Q1 2026 and held it in 1 quarter. The position peaked at $17.2K in Q1 2026. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Key Financial Inc reported no remaining iShares Global Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 257 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $17.2K.
  • Key Financial Inc first reported a position in iShares Global Consumer Staples ETF in Q1 2026 and held it in 1 quarter.
  • Key Financial Inc's iShares Global Consumer Staples ETF position peaked at $17.2K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.