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Mutual Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Mutual Advisors’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 		– Sell
-3,102
Closed -$205K – 1319
2025
Q3 		$205K Hold
3,102
– – ﹤0.01% 1222
2025
Q2 		$203K Buy
+3,102
New +$203K 0.01% 1130

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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mutual Advisors's KXI Position: Q4 2025 in Review

Mutual Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2025, closing a stake of 3,102 shares — an estimated $205K sold.

Mutual Advisors first reported a position in KXI in Q2 2025 and held it in 2 quarters. The position peaked at $205K in Q3 2025. 125 funds tracked by Wall St. Rank hold KXI as of Q4 2025.

  • Mutual Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Mutual Advisors sold 3,102 iShares Global Consumer Staples ETF shares in Q4 2025, an estimated $205K.
  • Mutual Advisors first reported a position in iShares Global Consumer Staples ETF in Q2 2025 and held it in 2 quarters.
  • Mutual Advisors's iShares Global Consumer Staples ETF position peaked at $205K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2025.

Based on Mutual Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.