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Money Design’s iShares Global Consumer Staples ETF KXI Stock Holding History

Money Design’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 		$4.71M Sell
72,081
-2,602
-3% -$170K 0.22% 41
2025
Q1 		$4.78M Sell
74,683
-4,095
-5% -$254K 0.24% 44
2024
Q4 		$4.74M Sell
78,778
-6,419
-8% -$405K 0.24% 44
2024
Q3 		$5.6M Sell
85,197
-8,275
-9% -$524K 0.28% 46
2024
Q2 		$5.62M Sell
93,472
-11,642
-11% -$707K 0.3% 45
2024
Q1 		$6.42M Sell
105,114
-10,865
-9% -$650K 0.35% 45
2023
Q4 		$6.88M Sell
115,979
-12,354
-10% -$711K 0.39% 47
2023
Q3 		$7.32M Sell
128,333
-42,386
-25% -$2.55M 0.44% 49
2023
Q2 		$10.4M Sell
170,719
-43,436
-20% -$2.7M 0.62% 46
2023
Q1 		$13.3M Sell
214,155
-42,234
-16% -$2.53M 0.78% 42
2022
Q4 		$15.3M Sell
256,389
-28,777
-10% -$1.67M 0.96% 39
2022
Q3 		$15.3M Buy
285,166
+52,546
+23% +$3.07M 1.08% 32
2022
Q2 		$13.4M Buy
232,620
+26,671
+13% +$1.61M 1.01% 32
2022
Q1 		$12.8M Buy
205,949
+20,674
+11% +$1.29M 0.87% 37
2021
Q4 		$11.9M Buy
185,275
+169,991
+1,112% +$10.6M 0.81% 39
2021
Q3 		$917K Buy
15,284
+8,222
+116% +$507K 0.08% 52
2021
Q2 		$432K Hold
7,062
– – 0.04% 54
2021
Q1 		$410K Sell
7,062
-2,093
-23% -$119K 0.05% 53
2020
Q4 		$533K Buy
9,155
+605
+7% +$34.4K 0.06% 45
2020
Q3 		$474K Sell
8,550
-777
-8% -$42.6K 0.06% 48
2020
Q2 		$482K Buy
9,327
+932
+11% +$47.4K 0.07% 55
2020
Q1 		$401K Buy
8,395
+1,333
+19% +$70.5K 0.07% 49
2019
Q4 		$392K Buy
7,062
+250
+4% +$13.6K 0.07% 49
2019
Q3 		$373K Buy
6,812
+4,960
+268% +$267K 0.08% 47
2019
Q2 		$97K Buy
+1,852
New +$96.7K 0.02% 48

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
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

Money Design's KXI Position: Q2 2025 in Review

Money Design reduced its iShares Global Consumer Staples ETF (KXI) stake by 3.5% in Q2 2025, selling an estimated $170K and leaving 72,081 shares worth $4.71M. The position accounts for 0.22% of the portfolio, ranked #41.

Money Design first reported a position in KXI in Q2 2019 and has held it in 25 quarters since. The position peaked at $15.3M in Q4 2022. 133 funds tracked by Wall St. Rank hold KXI as of Q2 2025.

  • Money Design held 72,081 shares of iShares Global Consumer Staples ETF worth $4.71M as of Q2 2025.
  • Money Design sold 2,602 iShares Global Consumer Staples ETF shares in Q2 2025, an estimated $170K.
  • iShares Global Consumer Staples ETF made up 0.22% of Money Design's portfolio in Q2 2025, its #41 holding.
  • Money Design first reported a position in iShares Global Consumer Staples ETF in Q2 2019 and has held it in 25 quarters since.
  • Money Design's iShares Global Consumer Staples ETF position peaked at $15.3M in Q4 2022.
  • 133 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.