Madden Advisory Services’s iShares Global Consumer Staples ETF KXI Stock Holding History

Madden Advisory Services’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
2025 Q2	–	Sell	-3,168	Closed	-$203K	–	101
2025 Q1	$203K	Buy	+3,168	New	+$197K	0.09%	101
2024 Q4	–	Sell	-3,168	Closed	-$208K	–	100
2024 Q3	$208K	Buy	+3,168	New	+$201K	0.1%	100
2023 Q4	–	Sell	-3,875	Closed	-$221K	–	91
2023 Q3	$221K	Sell	3,875 -318	-8%	-$19.2K	0.14%	79
2023 Q2	$257K	Hold	4,193	–	–	0.17%	74
2023 Q1	$260K	Hold	4,193	–	–	0.18%	73
2022 Q4	$250K	Hold	4,193	–	–	0.19%	73
2022 Q3	$225K	Hold	4,193	–	–	0.18%	75
2022 Q2	$242K	Hold	4,193	–	–	0.18%	74
2022 Q1	$260K	Hold	4,193	–	–	0.18%	64
2021 Q4	$271K	Buy	4,193 +281	+7%	+$17.4K	0.18%	67
2021 Q3	$235K	Buy	3,912 +149	+4%	+$9.2K	0.17%	71
2021 Q2	$230K	Sell	3,763 -87	-2%	-$5.29K	0.17%	64
2021 Q1	$224K	Hold	3,850	–	–	0.18%	64
2020 Q4	$224K	Hold	3,850	–	–	0.19%	65
2020 Q3	$213K	Sell	3,850 -1,306	-25%	-$71.6K	0.2%	67
2020 Q2	$266K	Sell	5,156 -150	-3%	-$7.63K	0.28%	53
2020 Q1	$253K	Sell	5,306 -280	-5%	-$14.8K	0.18%	66
2019 Q4	$309K	Hold	5,586	–	–	0.2%	63
2019 Q3	$306K	Sell	5,586 -2,320	-29%	-$125K	0.22%	66
2019 Q2	$416K	Sell	7,906 -2,020	-20%	-$105K	0.26%	64
2019 Q1	$512K	Sell	9,926 -716	-7%	-$35K	0.27%	66
2018 Q4	$489K	Sell	10,642 -200	-2%	-$9.82K	0.3%	66
2018 Q3	$544K	Sell	10,842 -250	-2%	-$12.6K	0.33%	60
2018 Q2	$543K	Sell	11,092 -2,224	-17%	-$109K	0.34%	61
2018 Q1	$668K	Sell	13,316 -210	-2%	-$10.8K	0.41%	60
2017 Q4	$716K	Sell	13,526 -136	-1%	-$7.05K	0.43%	58
2017 Q3	$695K	Sell	13,662 -1,160	-8%	-$59.6K	0.44%	59
2017 Q2	$757K	Sell	14,822 -816	-5%	-$41.9K	0.5%	51
2017 Q1	$776K	Sell	15,638 -640	-4%	-$30.8K	0.5%	51
2016 Q4	$749K	Sell	16,278 -440	-3%	-$20.6K	0.51%	53
2016 Q3	$830K	Sell	16,718 -460	-3%	-$23K	0.51%	56
2016 Q2	$860K	Sell	17,178 -794	-4%	-$38.8K	0.53%	55
2016 Q1	$874K	Sell	17,972 -940	-5%	-$43.6K	0.57%	51
2015 Q4	$879K	Sell	18,912 -1,680	-8%	-$78.4K	0.58%	50
2015 Q3	$914K	Sell	20,592 -280	-1%	-$12.7K	0.6%	49
2015 Q2	$938K	Sell	20,872 -1,080	-5%	-$50.4K	0.56%	54
2015 Q1	$1M	Sell	21,952 -1,720	-7%	-$79.1K	0.61%	54
2014 Q4	$1.06M	Sell	23,672 -1,700	-7%	-$76.1K	0.6%	49
2014 Q3	$1.11M	Sell	25,372 -3,246	-11%	-$145K	0.58%	49
2014 Q2	$1.29M	Sell	28,618 -13,970	-33%	-$624K	0.65%	48
2014 Q1	$1.84M	Sell	42,588 -9,822	-19%	-$413K	1.01%	30
2013 Q4	$2.26M	Buy	52,410 +700	+1%	+$29.8K	1.7%	17
2013 Q3	$2.13M	Sell	51,710 -3,526	-6%	-$145K	1.86%	18
2013 Q2	$2.2M	Buy	+55,236	New	+$2.3M	1.81%	12

Other funds holding KXI

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

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

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

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

FDCDDQ

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

FTUS

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Madden Advisory Services's KXI Position: Q2 2025 in Review

Madden Advisory Services sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2025, closing a stake of 3,168 shares — an estimated $203K sold.

Madden Advisory Services first reported a position in KXI in Q2 2013 and held it in 44 quarters. The position peaked at $2.26M in Q4 2013. 133 funds tracked by Wall St. Rank hold KXI as of Q2 2025.

Madden Advisory Services reported no remaining iShares Global Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
Madden Advisory Services sold 3,168 iShares Global Consumer Staples ETF shares in Q2 2025, an estimated $203K.
Madden Advisory Services first reported a position in iShares Global Consumer Staples ETF in Q2 2013 and held it in 44 quarters.
Madden Advisory Services's iShares Global Consumer Staples ETF position peaked at $2.26M in Q4 2013.
133 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2025.

Based on Madden Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.