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Mine & Arao Wealth Creation & Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-2,107
Closed -$129K – 237
2024
Q1 		$129K Sell
2,107
-163
-7% -$9.74K 0.06% 90
2023
Q4 		$135K Buy
2,270
+15
+0.7% +$864 0.07% 87
2023
Q3 		$129K Hold
2,255
– – 0.08% 84
2023
Q2 		$138K Buy
2,255
+12
+0.5% +$747 0.08% 85
2023
Q1 		$139K Buy
2,243
+214
+11% +$12.8K 0.09% 81
2022
Q4 		$121K Buy
2,029
+11
+0.5% +$638 0.09% 87
2022
Q3 		$108K Sell
2,018
-78
-4% -$4.56K 0.08% 90
2022
Q2 		$121K Buy
2,096
+15
+0.7% +$908 0.09% 91
2022
Q1 		$129K Buy
2,081
+1
+0% +$62 0.08% 95
2021
Q4 		$135K Buy
2,080
+251
+14% +$15.6K 0.07% 93
2021
Q3 		$110K Hold
1,829
– – 0.07% 97
2021
Q2 		$112K Buy
1,829
+21
+1% +$1.28K 0.07% 99
2021
Q1 		$105K Hold
1,808
– – 0.07% 100
2020
Q4 		$105K Buy
1,808
+24
+1% +$1.36K 0.08% 93
2020
Q3 		$99K Hold
1,784
– – 0.08% 87
2020
Q2 		$92K Buy
1,784
+20
+1% +$1.02K 0.09% 85
2020
Q1 		$84K Buy
1,764
+450
+34% +$23.8K 0.1% 79
2019
Q4 		$73K Buy
+1,314
New +$71.7K 0.07% 104

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's KXI Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2024, closing a stake of 2,107 shares — an estimated $129K sold.

Mine & Arao Wealth Creation & Management first reported a position in KXI in Q4 2019 and held it in 18 quarters. The position peaked at $139K in Q1 2023. 135 funds tracked by Wall St. Rank hold KXI as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares Global Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 2,107 iShares Global Consumer Staples ETF shares in Q2 2024, an estimated $129K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Global Consumer Staples ETF in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's iShares Global Consumer Staples ETF position peaked at $139K in Q1 2023.
  • 135 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.