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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LOM Asset Management's KXI Position: Q1 2026 in Review

LOM Asset Management held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 6,000 shares worth $402K. The position accounts for 0.12% of the portfolio, ranked #134.

LOM Asset Management first reported a position in KXI in Q2 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • LOM Asset Management held 6,000 shares of iShares Global Consumer Staples ETF worth $402K as of Q1 2026.
  • LOM Asset Management left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
  • iShares Global Consumer Staples ETF made up 0.12% of LOM Asset Management's portfolio in Q1 2026, its #134 holding.
  • LOM Asset Management first reported a position in iShares Global Consumer Staples ETF in Q2 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.