Lido Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Lido Advisors’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
2022 Q1	–	Sell	-3,199	Closed	-$207K	–	1053
2021 Q4	$207K	Sell	3,199 -179	-5%	-$11.1K	﹤0.01%	952
2021 Q3	$202K	Sell	3,378 -174	-5%	-$10.7K	﹤0.01%	921
2021 Q2	$217K	Hold	3,552	–	–	﹤0.01%	838
2021 Q1	$206K	Buy	+3,552	New	+$202K	﹤0.01%	800

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

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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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

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

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

Lido Advisors's KXI Position: Q1 2022 in Review

Lido Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2022, closing a stake of 3,199 shares — an estimated $207K sold.

Lido Advisors first reported a position in KXI in Q1 2021 and held it in 4 quarters. The position peaked at $217K in Q2 2021. 141 funds tracked by Wall St. Rank hold KXI as of Q1 2022.

Lido Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q1 2022 after selling out during the quarter.
Lido Advisors sold 3,199 iShares Global Consumer Staples ETF shares in Q1 2022, an estimated $207K.
Lido Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2021 and held it in 4 quarters.
Lido Advisors's iShares Global Consumer Staples ETF position peaked at $217K in Q2 2021.
141 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2022.

Based on Lido Advisors's 13F filing for Q1 2022, filed 17 May 2022.