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

NewEdge 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
2026 Q1	$6.63K	Hold	99	–	–	﹤0.01%	3504
2025 Q4	$6.4K	Hold	99	–	–	﹤0.01%	3606
2025 Q3	$6.37K	Hold	99	–	–	﹤0.01%	3461
2025 Q2	$6.47K	Sell	99 -106	-52%	-$6.94K	﹤0.01%	3336
2025 Q1	$13.1K	Buy	205 +106	+107%	+$6.58K	﹤0.01%	3000
2024 Q4	$5.97K	Buy	+99	New	+$6.25K	﹤0.01%	3185
2023 Q1	–	Sell	-35	Closed	-$2.07K	–	3830
2022 Q4	$2.07K	Buy	+35	New	+$2.03K	﹤0.01%	2833

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

NewEdge Advisors's KXI Position: Q1 2026 in Review

NewEdge Advisors held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 99 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3504.

NewEdge Advisors first reported a position in KXI in Q4 2022 and has held it in 7 quarters since. The position peaked at $13.1K in Q1 2025. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

NewEdge Advisors held 99 shares of iShares Global Consumer Staples ETF worth $6.63K as of Q1 2026.
NewEdge Advisors left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
iShares Global Consumer Staples ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3504 holding.
NewEdge Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2022 and has held it in 7 quarters since.
NewEdge Advisors's iShares Global Consumer Staples ETF position peaked at $13.1K in Q1 2025.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.