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Morris Financial Concepts’s iShares Global Consumer Staples ETF KXI Stock Holding History

Morris Financial Concepts’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
-14
Closed -$854 – 166
2024
Q1 		$854 Buy
+14
New +$837 ﹤0.01% 164

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

Morris Financial Concepts's KXI Position: Q2 2024 in Review

Morris Financial Concepts sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2024, closing a stake of 14 shares — an estimated $854 sold.

Morris Financial Concepts first reported a position in KXI in Q1 2024 and held it in 1 quarter. The position peaked at $854 in Q1 2024. 135 funds tracked by Wall St. Rank hold KXI as of Q2 2024.

  • Morris Financial Concepts reported no remaining iShares Global Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 14 iShares Global Consumer Staples ETF shares in Q2 2024, an estimated $854.
  • Morris Financial Concepts first reported a position in iShares Global Consumer Staples ETF in Q1 2024 and held it in 1 quarter.
  • Morris Financial Concepts's iShares Global Consumer Staples ETF position peaked at $854 in Q1 2024.
  • 135 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2024.

Based on Morris Financial Concepts's 13F filing for Q2 2024, filed 29 Jul 2024.