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Northstar Financial Companies’s iShares Global Consumer Staples ETF KXI Stock Holding History

Northstar Financial Companies’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 		$1.78M Buy
26,415
+2,982
+13% +$203K 1.2% 25
2026
Q1 		$1.57M Buy
23,433
+9,077
+63% +$624K 1.25% 22
2025
Q4 		$928K Buy
+14,356
New +$930K 0.74% 36

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return
NS
Northland Securities Minneapolis, Minnesota $172M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Northstar Financial Companies's KXI Position: Q2 2026 in Review

Northstar Financial Companies increased its iShares Global Consumer Staples ETF (KXI) stake by 13% in Q2 2026, buying an estimated $203K and bringing the position to 26,415 shares worth $1.78M. The position accounts for 1.2% of the portfolio, ranked #25.

Northstar Financial Companies first reported a position in KXI in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Northstar Financial Companies held 26,415 shares of iShares Global Consumer Staples ETF worth $1.78M as of Q2 2026.
  • Northstar Financial Companies bought 2,982 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $203K.
  • iShares Global Consumer Staples ETF made up 1.2% of Northstar Financial Companies's portfolio in Q2 2026, its #25 holding.
  • Northstar Financial Companies first reported a position in iShares Global Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.