MGB Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

MGB Wealth 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
2025 Q4	$1.12M	Buy	17,340 +39	+0.2%	+$2.53K	0.32%	63
2025 Q3	$1.11M	Hold	17,301	–	–	0.31%	63
2025 Q2	$1.13M	Sell	17,301 -300	-2%	-$19.6K	0.37%	59
2025 Q1	$1.13M	Sell	17,601 -1,736	-9%	-$108K	0.41%	63
2024 Q4	$1.17M	Buy	19,337 +129	+0.7%	+$8.14K	0.36%	58
2024 Q3	$1.26M	Sell	19,208 -983	-5%	-$62.3K	0.46%	52
2024 Q2	$1.24M	Sell	20,191 -182	-0.9%	-$11.1K	0.46%	53
2024 Q1	$1.24M	Hold	20,373	–	–	0.51%	50
2023 Q4	$1.21M	Buy	+20,373	New	+$1.17M	0.61%	49

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

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

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

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MGB Wealth Management's KXI Position: Q4 2025 in Review

MGB Wealth Management increased its iShares Global Consumer Staples ETF (KXI) stake by 0.23% in Q4 2025, buying an estimated $2.53K and bringing the position to 17,340 shares worth $1.12M. The position accounts for 0.32% of the portfolio, ranked #63.

MGB Wealth Management first reported a position in KXI in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.26M in Q3 2024. 125 funds tracked by Wall St. Rank hold KXI as of Q4 2025.

MGB Wealth Management held 17,340 shares of iShares Global Consumer Staples ETF worth $1.12M as of Q4 2025.
MGB Wealth Management bought 39 iShares Global Consumer Staples ETF shares in Q4 2025, an estimated $2.53K.
iShares Global Consumer Staples ETF made up 0.32% of MGB Wealth Management's portfolio in Q4 2025, its #63 holding.
MGB Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares Global Consumer Staples ETF position peaked at $1.26M in Q3 2024.
125 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.