MWM
MGB Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
17,301
-300
| -2% | -$19.6K | 0.37% | 59 |
|
|
2025
Q1 | $1.13M | Sell |
17,601
-1,736
| -9% | -$111K | 0.41% | 63 |
|
|
2024
Q4 | $1.17M | Buy |
19,337
+129
| +0.7% | +$7.78K | 0.36% | 58 |
|
|
2024
Q3 | $1.26M | Sell |
19,208
-983
| -5% | -$64.6K | 0.46% | 52 |
|
|
2024
Q2 | $1.24M | Sell |
20,191
-182
| -0.9% | -$11.2K | 0.46% | 53 |
|
|
2024
Q1 | $1.24M | Hold |
20,373
| – | – | 0.51% | 50 |
|
|
2023
Q4 | $1.21M | Buy |
+20,373
| New | +$1.21M | 0.61% | 49 |
|