Kingsview Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Kingsview Wealth Management’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
2023 Q2	–	Sell	-24,582	Closed	-$1.52M	–	950
2023 Q1	$1.52M	Buy	+24,582	New	+$1.47M	0.06%	294
2022 Q2	–	Sell	-31,817	Closed	-$1.98M	–	877
2022 Q1	$1.98M	Buy	+31,817	New	+$1.98M	0.09%	246

Other funds holding KXI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsview Wealth Management's KXI Position: Q2 2023 in Review

Kingsview Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2023, closing a stake of 24,582 shares — an estimated $1.52M sold.

Kingsview Wealth Management first reported a position in KXI in Q1 2022 and held it in 2 quarters. The position peaked at $1.98M in Q1 2022. 150 funds tracked by Wall St. Rank hold KXI as of Q2 2023.

Kingsview Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
Kingsview Wealth Management sold 24,582 iShares Global Consumer Staples ETF shares in Q2 2023, an estimated $1.52M.
Kingsview Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q1 2022 and held it in 2 quarters.
Kingsview Wealth Management's iShares Global Consumer Staples ETF position peaked at $1.98M in Q1 2022.
150 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.