Laurel Wealth Advisors (North Carolina)’s iShares Global Consumer Staples ETF KXI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-60	Closed	-$3.88K	–	440
2025 Q4	$3.88K	Buy	+60	New	+$3.89K	﹤0.01%	565
2025 Q2	–	Sell	-60	Closed	-$3.84K	–	458
2025 Q1	$3.84K	Hold	60	–	–	﹤0.01%	557
2024 Q4	$3.62K	Hold	60	–	–	﹤0.01%	588
2024 Q3	$3.94K	Hold	60	–	–	﹤0.01%	538
2024 Q2	$3.61K	Hold	60	–	–	﹤0.01%	517
2024 Q1	$3.66K	Hold	60	–	–	﹤0.01%	513
2023 Q4	$3.56K	Hold	60	–	–	﹤0.01%	476
2023 Q3	$3.42K	Hold	60	–	–	﹤0.01%	480
2023 Q2	$3.67K	Hold	60	–	–	﹤0.01%	483
2023 Q1	$3.72K	Hold	60	–	–	﹤0.01%	481
2022 Q4	$3.58K	Hold	60	–	–	﹤0.01%	455
2022 Q3	$3K	Hold	60	–	–	﹤0.01%	463
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	499
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	503
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	505
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	511
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	571
2021 Q1	$3K	Hold	60	–	–	﹤0.01%	565
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	520
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	462
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	453
2020 Q1	$3K	Hold	60	–	–	﹤0.01%	445
2019 Q4	$3K	Hold	60	–	–	﹤0.01%	475
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	456
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	465
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	438
2018 Q4	$3K	Buy	+60	New	+$2.95K	﹤0.01%	444

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s KXI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2026, closing a stake of 60 shares — an estimated $3.88K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in KXI in Q4 2018 and held it in 27 quarters. The position peaked at $4K in Q1 2022. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Global Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 60 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $3.88K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Global Consumer Staples ETF in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Global Consumer Staples ETF position peaked at $4K in Q1 2022.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.