McKinley Carter Wealth Services’s iShares Global Consumer Staples ETF KXI Stock Holding History

McKinley Carter Wealth 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
2026 Q1	$928K	Hold	13,852	–	–	0.05%	174
2025 Q4	$896K	Sell	13,852 -3,370	-20%	-$218K	0.05%	182
2025 Q3	$1.11M	Hold	17,222	–	–	0.06%	168
2025 Q2	$1.13M	Sell	17,222 -348	-2%	-$22.8K	0.06%	159
2025 Q1	$1.13M	Sell	17,570 -1,640	-9%	-$102K	0.07%	152
2024 Q4	$1.16M	Sell	19,210 -1,970	-9%	-$124K	0.07%	144
2024 Q3	$1.39M	Sell	21,180 -2,499	-11%	-$158K	0.08%	143
2024 Q2	$1.42M	Hold	23,679	–	–	0.09%	139
2024 Q1	$1.45M	Hold	23,679	–	–	0.1%	138
2023 Q4	$1.4M	Sell	23,679 -3,120	-12%	-$180K	0.1%	126
2023 Q3	$1.53M	Sell	26,799 -161	-0.6%	-$9.7K	0.12%	120
2023 Q2	$1.65M	Sell	26,960 -849	-3%	-$52.8K	0.12%	117
2023 Q1	$1.72M	Sell	27,809 -124	-0.4%	-$7.42K	0.13%	108
2022 Q4	$1.67M	Sell	27,933 -1,100	-4%	-$63.8K	0.14%	109
2022 Q3	$1.56M	Hold	29,033	–	–	0.14%	102
2022 Q2	$1.68M	Sell	29,033 -1,050	-3%	-$63.5K	0.15%	102
2022 Q1	$1.87M	Sell	30,083 -4,700	-14%	-$293K	0.15%	106
2021 Q4	$2.25M	Sell	34,783 -300	-0.9%	-$18.6K	0.17%	100
2021 Q3	$2.1M	Hold	35,083	–	–	0.17%	99
2021 Q2	$2.15M	Sell	35,083 -450	-1%	-$27.4K	0.18%	95
2021 Q1	$2.06M	Buy	+35,533	New	+$2.02M	0.18%	104

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

McKinley Carter Wealth Services's KXI Position: Q1 2026 in Review

McKinley Carter Wealth Services held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 13,852 shares worth $928K. The position accounts for 0.05% of the portfolio, ranked #174.

McKinley Carter Wealth Services first reported a position in KXI in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.25M in Q4 2021. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

McKinley Carter Wealth Services held 13,852 shares of iShares Global Consumer Staples ETF worth $928K as of Q1 2026.
McKinley Carter Wealth Services left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
iShares Global Consumer Staples ETF made up 0.05% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #174 holding.
McKinley Carter Wealth Services first reported a position in iShares Global Consumer Staples ETF in Q1 2021 and has held it in 21 quarters since.
McKinley Carter Wealth Services's iShares Global Consumer Staples ETF position peaked at $2.25M in Q4 2021.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.