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 Q2	$281K	Buy	4,164 +449	+12%	+$30.5K	0.01%	546
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 $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Leavell Investment Management's KXI Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Global Consumer Staples ETF (KXI) stake by 12% in Q2 2026, buying an estimated $30.5K and bringing the position to 4,164 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #546.

Leavell Investment Management first reported a position in KXI in Q1 2018 and has held it in 15 quarters since. The position peaked at $350K in Q4 2019. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Leavell Investment Management held 4,164 shares of iShares Global Consumer Staples ETF worth $281K as of Q2 2026.
Leavell Investment Management bought 449 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $30.5K.
iShares Global Consumer Staples ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #546 holding.
Leavell Investment Management first reported a position in iShares Global Consumer Staples ETF in Q1 2018 and has held it in 15 quarters since.
Leavell Investment Management's iShares Global Consumer Staples ETF position peaked at $350K in Q4 2019.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.