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 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 $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 15.91% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

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

Newbridge Financial Services Group's KXI Position: Q1 2026 in Review

Newbridge Financial Services Group held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 175 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Newbridge Financial Services Group first reported a position in KXI in Q4 2022 and has held it in 13 quarters since. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Newbridge Financial Services Group held 175 shares of iShares Global Consumer Staples ETF worth $11.7K as of Q1 2026.
Newbridge Financial Services Group left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
iShares Global Consumer Staples ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #769 holding.
Newbridge Financial Services Group first reported a position in iShares Global Consumer Staples ETF in Q4 2022 and has held it in 13 quarters since.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.