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Mattson Financial Services’s iShares Global Consumer Staples ETF KXI Stock Holding History

Mattson Financial 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
-155
Closed -$9.93K – 267
2025
Q1 		$9.93K Buy
+155
New +$9.63K ﹤0.01% 250

Other funds holding KXI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mattson Financial Services's KXI Position: Q2 2025 in Review

Mattson Financial Services sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2025, closing a stake of 155 shares — an estimated $9.93K sold.

Mattson Financial Services first reported a position in KXI in Q1 2025 and held it in 1 quarter. The position peaked at $9.93K in Q1 2025. 133 funds tracked by Wall St. Rank hold KXI as of Q2 2025.

  • Mattson Financial Services reported no remaining iShares Global Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 155 iShares Global Consumer Staples ETF shares in Q2 2025, an estimated $9.93K.
  • Mattson Financial Services first reported a position in iShares Global Consumer Staples ETF in Q1 2025 and held it in 1 quarter.
  • Mattson Financial Services's iShares Global Consumer Staples ETF position peaked at $9.93K in Q1 2025.
  • 133 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.