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Kohmann Bosshard Financial Services’s iShares Global Consumer Staples ETF KXI Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-426
Closed -$27.5K – 425
2025
Q4 		$27.5K Buy
+426
New +$27.6K ﹤0.01% 659
2025
Q1 		– Sell
-425
Closed -$25.6K – 556
2024
Q4 		$25.6K Buy
+425
New +$26.8K ﹤0.01% 409

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

Kohmann Bosshard Financial Services's KXI Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2026, closing a stake of 426 shares — an estimated $27.5K sold.

Kohmann Bosshard Financial Services first reported a position in KXI in Q4 2024 and held it in 2 quarters. The position peaked at $27.5K in Q4 2025. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining iShares Global Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 426 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $27.5K.
  • Kohmann Bosshard Financial Services first reported a position in iShares Global Consumer Staples ETF in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's iShares Global Consumer Staples ETF position peaked at $27.5K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.