Little House Capital’s iShares Global Consumer Staples ETF KXI Stock Holding History

Little House Capital’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
2019 Q4	–	Sell	-12,140	Closed	-$666K	–	103
2019 Q3	$666K	Sell	12,140 -625	-5%	-$33.7K	0.5%	66
2019 Q2	$655	Sell	12,765 -11	-0.1%	-$574	0.44%	68
2019 Q1	$660K	Sell	12,776 -1	-0%	-$49	0.49%	68
2018 Q4	$587K	Buy	+12,777	New	+$627K	0.57%	64

Other funds holding KXI

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

Little House Capital's KXI Position: Q4 2019 in Review

Little House Capital sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2019, closing a stake of 12,140 shares — an estimated $666K sold.

Little House Capital first reported a position in KXI in Q4 2018 and held it in 4 quarters. The position peaked at $666K in Q3 2019. 118 funds tracked by Wall St. Rank hold KXI as of Q4 2019.

Little House Capital reported no remaining iShares Global Consumer Staples ETF position as of Q4 2019 after selling out during the quarter.
Little House Capital sold 12,140 iShares Global Consumer Staples ETF shares in Q4 2019, an estimated $666K.
Little House Capital first reported a position in iShares Global Consumer Staples ETF in Q4 2018 and held it in 4 quarters.
Little House Capital's iShares Global Consumer Staples ETF position peaked at $666K in Q3 2019.
118 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2019.

Based on Little House Capital's 13F filing for Q4 2019, filed 12 Feb 2020.