MAI Capital Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

MAI Capital 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	$234K	Sell	3,493 -223	-6%	-$15.3K	﹤0.01%	1385
2025 Q4	$240K	Sell	3,716 -43	-1%	-$2.79K	﹤0.01%	1245
2025 Q3	$242K	Hold	3,759	–	–	﹤0.01%	1199
2025 Q2	$246K	Sell	3,759 -51	-1%	-$3.34K	﹤0.01%	1095
2025 Q1	$244K	Sell	3,810 -31	-0.8%	-$1.93K	﹤0.01%	1050
2024 Q4	$232K	Buy	3,841 +663	+21%	+$41.8K	﹤0.01%	1087
2024 Q3	$209K	Buy	+3,178	New	+$201K	﹤0.01%	1001
2024 Q2	–	Sell	-3,291	Closed	-$201K	–	1280
2024 Q1	$201K	Sell	3,291 -548	-14%	-$32.8K	﹤0.01%	1124
2023 Q4	$228K	Buy	+3,839	New	+$221K	﹤0.01%	976

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

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

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

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MAI Capital Management's KXI Position: Q1 2026 in Review

MAI Capital Management reduced its iShares Global Consumer Staples ETF (KXI) stake by 6% in Q1 2026, selling an estimated $15.3K and leaving 3,493 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

MAI Capital Management first reported a position in KXI in Q4 2023 and has held it in 9 quarters since. The position peaked at $246K in Q2 2025. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

MAI Capital Management held 3,493 shares of iShares Global Consumer Staples ETF worth $234K as of Q1 2026.
MAI Capital Management sold 223 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $15.3K.
iShares Global Consumer Staples ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1385 holding.
MAI Capital Management first reported a position in iShares Global Consumer Staples ETF in Q4 2023 and has held it in 9 quarters since.
MAI Capital Management's iShares Global Consumer Staples ETF position peaked at $246K in Q2 2025.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.