Leavell Investment Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Leavell Investment 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
2026 Q1	$249K	Sell	3,715 -186	-5%	-$12.8K	0.01%	558
2025 Q4	$252K	Hold	3,901	–	–	0.01%	541
2025 Q3	$251K	Buy	3,901 +31	+0.8%	+$2.03K	0.01%	531
2025 Q2	$253K	Buy	3,870 +41	+1%	+$2.68K	0.01%	518
2025 Q1	$245K	Buy	+3,829	New	+$238K	0.01%	499
2020 Q2	–	Sell	-6,132	Closed	-$293K	–	364
2020 Q1	$293K	Sell	6,132 -175	-3%	-$9.26K	0.03%	290
2019 Q4	$350K	Buy	6,307 +49	+0.8%	+$2.67K	0.03%	304
2019 Q3	$343K	Buy	6,258 +226	+4%	+$12.2K	0.04%	304
2019 Q2	$317K	Hold	6,032	–	–	0.03%	310
2019 Q1	$312K	Hold	6,032	–	–	0.03%	308
2018 Q4	$277K	Hold	6,032	–	–	0.03%	315
2018 Q3	$303K	Hold	6,032	–	–	0.03%	321
2018 Q2	$296K	Hold	6,032	–	–	0.03%	318
2018 Q1	$303K	Buy	+6,032	New	+$311K	0.04%	307

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

Leavell Investment Management's KXI Position: Q1 2026 in Review

Leavell Investment Management reduced its iShares Global Consumer Staples ETF (KXI) stake by 4.8% in Q1 2026, selling an estimated $12.8K and leaving 3,715 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #558.

Leavell Investment Management first reported a position in KXI in Q1 2018 and has held it in 14 quarters since. The position peaked at $350K in Q4 2019. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Leavell Investment Management held 3,715 shares of iShares Global Consumer Staples ETF worth $249K as of Q1 2026.
Leavell Investment Management sold 186 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $12.8K.
iShares Global Consumer Staples ETF made up 0.01% of Leavell Investment Management's portfolio in Q1 2026, its #558 holding.
Leavell Investment Management first reported a position in iShares Global Consumer Staples ETF in Q1 2018 and has held it in 14 quarters since.
Leavell Investment Management's iShares Global Consumer Staples ETF position peaked at $350K in Q4 2019.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.