Morningstar Investment Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Morningstar Investment 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
2026 Q2	$17.5M	Hold	260,487	–	–	1.08%	14
2026 Q1	$17.5M	Sell	260,487 -33,334	-11%	-$2.29M	1.08%	14
2025 Q4	$19M	Hold	293,821	–	–	1.12%	14
2025 Q3	$18.9M	Buy	293,821 +57,667	+24%	+$3.77M	0.7%	21
2025 Q2	$15.4M	Buy	+236,154	New	+$15.5M	1.35%	17
2025 Q1	–	Sell	-256,859	Closed	-$15.5M	–	154
2024 Q4	$15.5M	Buy	256,859 +80,425	+46%	+$5.07M	1.22%	17
2024 Q3	$11.4M	Hold	176,434	–	–	1.13%	13
2024 Q2	$10.6M	Buy	176,434 +8,420	+5%	+$512K	1.11%	13
2024 Q1	$10.3M	Hold	168,014	–	–	1.11%	13
2023 Q4	$9.96M	Buy	168,014 +132,200	+369%	+$7.61M	1.14%	15
2023 Q3	$2.04M	Buy	+35,814	New	+$2.16M	0.28%	36

Other funds holding KXI

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Morningstar Investment Management's KXI Position: Q2 2026 in Review

Morningstar Investment Management held its iShares Global Consumer Staples ETF (KXI) position steady in Q2 2026 at 260,487 shares worth $17.5M. The position accounts for 1.08% of the portfolio, ranked #14.

Morningstar Investment Management first reported a position in KXI in Q3 2023 and has held it in 11 quarters since. The position peaked at $19M in Q4 2025. 44 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Morningstar Investment Management held 260,487 shares of iShares Global Consumer Staples ETF worth $17.5M as of Q2 2026.
Morningstar Investment Management left its iShares Global Consumer Staples ETF share count unchanged in Q2 2026.
iShares Global Consumer Staples ETF made up 1.08% of Morningstar Investment Management's portfolio in Q2 2026, its #14 holding.
Morningstar Investment Management first reported a position in iShares Global Consumer Staples ETF in Q3 2023 and has held it in 11 quarters since.
Morningstar Investment Management's iShares Global Consumer Staples ETF position peaked at $19M in Q4 2025.
44 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.