Napa Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Napa Wealth 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
2025 Q3	$535K	Buy	+8,309	New	+$543K	0.25%	93

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Napa Wealth Management's KXI Position: Q3 2025 in Review

Napa Wealth Management opened a new position in iShares Global Consumer Staples ETF (KXI) in Q3 2025: 8,309 shares worth $535K. The stake represents 0.25% of the portfolio and ranks #93 among its holdings.

130 funds tracked by Wall St. Rank hold KXI as of Q3 2025.

Napa Wealth Management held 8,309 shares of iShares Global Consumer Staples ETF worth $535K as of Q3 2025.
iShares Global Consumer Staples ETF was a new Napa Wealth Management position in Q3 2025.
iShares Global Consumer Staples ETF made up 0.25% of Napa Wealth Management's portfolio in Q3 2025, its #93 holding.
130 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.