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

Liberty 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
2021 Q4	–	Sell	-319	Closed	-$19K	–	684
2021 Q3	$19K	Hold	319	–	–	0.01%	657
2021 Q2	$20K	Buy	319 +4	+1%	+$243	0.01%	505
2021 Q1	$17K	Hold	315	–	–	0.01%	488
2020 Q4	$17K	Buy	315 +3	+1%	+$170	0.01%	484
2020 Q3	$17K	Hold	312	–	–	0.01%	427
2020 Q2	$16K	Buy	312 +2	+0.6%	+$102	0.01%	417
2020 Q1	$15K	Buy	310 +1	+0.3%	+$53	0.01%	408
2019 Q4	$17K	Buy	309 +1	+0.3%	+$55	0.01%	439
2019 Q3	$17K	Buy	308 +159	+107%	+$8.57K	0.02%	420
2019 Q2	$8K	Hold	149	–	–	0.01%	566
2019 Q1	$7K	Hold	149	–	–	0.01%	492
2018 Q4	$6K	Buy	+149	New	+$7.32K	﹤0.01%	516

Other funds holding KXI

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

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

RBA

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Liberty Wealth Management's KXI Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2021, closing a stake of 319 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in KXI in Q4 2018 and held it in 12 quarters. The position peaked at $20K in Q2 2021. 149 funds tracked by Wall St. Rank hold KXI as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 319 iShares Global Consumer Staples ETF shares in Q4 2021, an estimated $19K.
Liberty Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Global Consumer Staples ETF position peaked at $20K in Q2 2021.
149 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.