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

OneDigital Investment 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
2019
Q2 		– Sell
-750
Closed -$39K – 1236
2019
Q1 		$39K Buy
+750
New +$36.7K 0.01% 540

Other funds holding KXI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors's KXI Position: Q2 2019 in Review

OneDigital Investment Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2019, closing a stake of 750 shares — an estimated $39K sold.

OneDigital Investment Advisors first reported a position in KXI in Q1 2019 and held it in 1 quarter. The position peaked at $39K in Q1 2019. 103 funds tracked by Wall St. Rank hold KXI as of Q2 2019.

  • OneDigital Investment Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q2 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 750 iShares Global Consumer Staples ETF shares in Q2 2019, an estimated $39K.
  • OneDigital Investment Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2019 and held it in 1 quarter.
  • OneDigital Investment Advisors's iShares Global Consumer Staples ETF position peaked at $39K in Q1 2019.
  • 103 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2019.

Based on OneDigital Investment Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.