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 Q2	$211K	Sell	3,123 -370	-11%	-$25.2K	﹤0.01%	1787
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 $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

MAI Capital Management's KXI Position: Q2 2026 in Review

MAI Capital Management reduced its iShares Global Consumer Staples ETF (KXI) stake by 11% in Q2 2026, selling an estimated $25.2K and leaving 3,123 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

MAI Capital Management first reported a position in KXI in Q4 2023 and has held it in 10 quarters since. The position peaked at $246K in Q2 2025. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

MAI Capital Management held 3,123 shares of iShares Global Consumer Staples ETF worth $211K as of Q2 2026.
MAI Capital Management sold 370 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $25.2K.
iShares Global Consumer Staples ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1787 holding.
MAI Capital Management first reported a position in iShares Global Consumer Staples ETF in Q4 2023 and has held it in 10 quarters since.
MAI Capital Management's iShares Global Consumer Staples ETF position peaked at $246K in Q2 2025.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.