Newbridge Financial Services Group’s iShares Global Consumer Staples ETF KXI Stock Holding History

Newbridge Financial Services Group’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	$11.9K	Buy	177 +2	+1%	+$136	﹤0.01%	827
2026 Q1	$11.7K	Hold	175	–	–	﹤0.01%	769
2025 Q4	$11.3K	Buy	175 +2	+1%	+$130	﹤0.01%	763
2025 Q3	$11.2K	Hold	173	–	–	﹤0.01%	874
2025 Q2	$11.3K	Buy	173 +1	+0.6%	+$65	﹤0.01%	855
2025 Q1	$11K	Hold	172	–	–	﹤0.01%	661
2024 Q4	$10.4K	Buy	+172	New	+$10.8K	﹤0.01%	728
2024 Q3	–	Sell	-34	Closed	-$2.04K	–	899
2024 Q2	$2.04K	Hold	34	–	–	﹤0.01%	946
2024 Q1	$2.08K	Hold	34	–	–	﹤0.01%	989
2023 Q4	$2.02K	Hold	34	–	–	﹤0.01%	966
2023 Q3	$1.94K	Hold	34	–	–	﹤0.01%	1077
2023 Q2	$2.08K	Hold	34	–	–	﹤0.01%	1128
2023 Q1	$2.11K	Hold	34	–	–	﹤0.01%	1189
2022 Q4	$2.03K	Buy	+34	New	+$1.97K	﹤0.01%	1214

Other funds holding KXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Newbridge Financial Services Group's KXI Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares Global Consumer Staples ETF (KXI) stake by 1.1% in Q2 2026, buying an estimated $136 and bringing the position to 177 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Newbridge Financial Services Group first reported a position in KXI in Q4 2022 and has held it in 14 quarters since. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Newbridge Financial Services Group held 177 shares of iShares Global Consumer Staples ETF worth $11.9K as of Q2 2026.
Newbridge Financial Services Group bought 2 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $136.
iShares Global Consumer Staples ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #827 holding.
Newbridge Financial Services Group first reported a position in iShares Global Consumer Staples ETF in Q4 2022 and has held it in 14 quarters since.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.