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Kimelman & Baird’s iShares Global Consumer Staples ETF KXI Stock Holding History

Kimelman & Baird’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
2025
Q3 		– Sell
-161
Closed -$10.5K – 330
2025
Q2 		$10.5K Hold
161
– – ﹤0.01% 258
2025
Q1 		$10.3K Hold
161
– – ﹤0.01% 260
2024
Q4 		$9.71K Hold
161
– – ﹤0.01% 267
2024
Q3 		$10.6K Hold
161
– – ﹤0.01% 268
2024
Q2 		$9.68K Buy
+161
New +$9.78K ﹤0.01% 274

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Kimelman & Baird's KXI Position: Q3 2025 in Review

Kimelman & Baird sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2025, closing a stake of 161 shares — an estimated $10.5K sold.

Kimelman & Baird first reported a position in KXI in Q2 2024 and held it in 5 quarters. The position peaked at $10.6K in Q3 2024. 130 funds tracked by Wall St. Rank hold KXI as of Q3 2025.

  • Kimelman & Baird reported no remaining iShares Global Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • Kimelman & Baird sold 161 iShares Global Consumer Staples ETF shares in Q3 2025, an estimated $10.5K.
  • Kimelman & Baird first reported a position in iShares Global Consumer Staples ETF in Q2 2024 and held it in 5 quarters.
  • Kimelman & Baird's iShares Global Consumer Staples ETF position peaked at $10.6K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2025.

Based on Kimelman & Baird's 13F filing for Q3 2025, filed 25 Nov 2025.