North Capital’s iShares Global Consumer Staples ETF KXI Stock Holding History

North Capital’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	-201	Closed	-$12.9K	–	425
2025 Q3	$12.9K	Buy	201 +1	+0.5%	+$65	0.01%	357
2025 Q2	$13.1K	Hold	200	–	–	0.01%	343
2025 Q1	$12.8K	Buy	+200	New	+$12.4K	0.01%	340

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

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

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

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

North Capital's KXI Position: Q4 2025 in Review

North Capital sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2025, closing a stake of 201 shares — an estimated $12.9K sold.

North Capital first reported a position in KXI in Q1 2025 and held it in 3 quarters. The position peaked at $13.1K in Q2 2025. 125 funds tracked by Wall St. Rank hold KXI as of Q4 2025.

North Capital reported no remaining iShares Global Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
North Capital sold 201 iShares Global Consumer Staples ETF shares in Q4 2025, an estimated $12.9K.
North Capital first reported a position in iShares Global Consumer Staples ETF in Q1 2025 and held it in 3 quarters.
North Capital's iShares Global Consumer Staples ETF position peaked at $13.1K in Q2 2025.
125 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.