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ORG Partners’s iShares Global Consumer Staples ETF KXI Stock Holding History

ORG Partners’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
-654
Closed -$42.1K – 1751
2025
Q3 		$42.1K Buy
654
+3
+0.5% +$196 0.01% 626
2025
Q2 		$42.9K Buy
+651
New +$42.6K 0.01% 581

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morningstar Investment Management
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ICICI Prudential Asset Management
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

ORG Partners's KXI Position: Q4 2025 in Review

ORG Partners sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2025, closing a stake of 654 shares — an estimated $42.1K sold.

ORG Partners first reported a position in KXI in Q2 2025 and held it in 2 quarters. The position peaked at $42.9K in Q2 2025. 125 funds tracked by Wall St. Rank hold KXI as of Q4 2025.

  • ORG Partners reported no remaining iShares Global Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • ORG Partners sold 654 iShares Global Consumer Staples ETF shares in Q4 2025, an estimated $42.1K.
  • ORG Partners first reported a position in iShares Global Consumer Staples ETF in Q2 2025 and held it in 2 quarters.
  • ORG Partners's iShares Global Consumer Staples ETF position peaked at $42.9K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.