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Kiely Wealth Advisory Group’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Kiely Wealth Advisory Group’s Portfolio RXI Stock Details RXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$8.61K Hold
45
– – 0.01% 206
2024
Q3 		$8.11K Hold
45
– – 0.01% 214
2024
Q2 		$6.91K Buy
+45
New +$7.26K ﹤0.01% 209

Other funds holding RXI

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kiely Wealth Advisory Group's RXI Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Global Consumer Discretionary ETF (RXI) position steady in Q4 2024 at 45 shares worth $8.61K. The position accounts for 0.01% of the portfolio, ranked #206.

Kiely Wealth Advisory Group first reported a position in RXI in Q2 2024 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold RXI as of Q4 2024.

  • Kiely Wealth Advisory Group held 45 shares of iShares Global Consumer Discretionary ETF worth $8.61K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Global Consumer Discretionary ETF share count unchanged in Q4 2024.
  • iShares Global Consumer Discretionary ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #206 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Global Consumer Discretionary ETF in Q2 2024 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.