LOM Asset Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

LOM Asset 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	$405K	Hold	6,000	–	–	0.1%	138
2026 Q1	$402K	Hold	6,000	–	–	0.12%	134
2025 Q4	$388K	Hold	6,000	–	–	0.11%	132
2025 Q3	$386K	Hold	6,000	–	–	0.12%	129
2025 Q2	$392K	Buy	+6,000	New	+$393K	0.13%	129

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

LOM Asset Management's KXI Position: Q2 2026 in Review

LOM Asset Management held its iShares Global Consumer Staples ETF (KXI) position steady in Q2 2026 at 6,000 shares worth $405K. The position accounts for 0.1% of the portfolio, ranked #138.

LOM Asset Management first reported a position in KXI in Q2 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

LOM Asset Management held 6,000 shares of iShares Global Consumer Staples ETF worth $405K as of Q2 2026.
LOM Asset Management left its iShares Global Consumer Staples ETF share count unchanged in Q2 2026.
iShares Global Consumer Staples ETF made up 0.1% of LOM Asset Management's portfolio in Q2 2026, its #138 holding.
LOM Asset Management first reported a position in iShares Global Consumer Staples ETF in Q2 2025 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.