Lugano Financial Advisors SA (LFA)’s iShares Global Consumer Staples ETF KXI Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2023 Q3	–	Sell	-15,062	Closed	-$922K	–	200
2023 Q2	$922K	Buy	15,062 +682	+5%	+$42.4K	0.61%	34
2023 Q1	$891K	Sell	14,380 -1,272	-8%	-$76.2K	0.67%	32
2022 Q4	$933K	Sell	15,652 -6,784	-30%	-$393K	0.69%	32
2022 Q3	$1.22M	Sell	22,436 -1,304	-5%	-$76.3K	0.96%	31
2022 Q2	$1.37M	Buy	+23,740	New	+$1.44M	0.96%	29

Other funds holding KXI

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

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

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

RBA

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s KXI Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2023, closing a stake of 15,062 shares — an estimated $922K sold.

Lugano Financial Advisors SA (LFA) first reported a position in KXI in Q2 2022 and held it in 5 quarters. The position peaked at $1.37M in Q2 2022. 142 funds tracked by Wall St. Rank hold KXI as of Q3 2023.

Lugano Financial Advisors SA (LFA) reported no remaining iShares Global Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 15,062 iShares Global Consumer Staples ETF shares in Q3 2023, an estimated $922K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Global Consumer Staples ETF in Q2 2022 and held it in 5 quarters.
Lugano Financial Advisors SA (LFA)'s iShares Global Consumer Staples ETF position peaked at $1.37M in Q2 2022.
142 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.