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Patriot Investment Management Group’s iShares Global Consumer Staples ETF KXI Stock Holding History

Patriot Investment Management Group’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 		$1.15M Buy
17,098
+1,727
+11% +$117K 0.07% 113
2026
Q1 		$1.03M Hold
15,371
– – 0.07% 112
2025
Q4 		$994K Buy
15,371
+7
+0% +$454 0.06% 111
2025
Q3 		$989K Buy
15,364
+605
+4% +$39.5K 0.06% 110
2025
Q2 		$965K Buy
14,759
+5
+0% +$327 0.07% 110
2025
Q1 		$945K Sell
14,754
-185
-1% -$11.5K 0.07% 110
2024
Q4 		$901K Buy
14,939
+8
+0.1% +$505 0.07% 113
2024
Q3 		$982K Sell
14,931
-265
-2% -$16.8K 0.07% 112
2024
Q2 		$913K Sell
15,196
-949
-6% -$57.7K 0.07% 110
2024
Q1 		$985K Sell
16,145
-300
-2% -$17.9K 0.08% 109
2023
Q4 		$975K Sell
16,445
-430
-3% -$24.8K 0.08% 104
2023
Q3 		$963K Hold
16,875
– – 0.09% 104
2023
Q2 		$1.03M Buy
16,875
+5
+0% +$311 0.09% 105
2023
Q1 		$1.05M Sell
16,870
-465
-3% -$27.8K 0.09% 105
2022
Q4 		$1.03M Sell
17,335
-760
-4% -$44.1K 0.09% 105
2022
Q3 		$969K Buy
18,095
+20
+0.1% +$1.17K 0.1% 104
2022
Q2 		$1.04M Buy
18,075
+321
+2% +$19.4K 0.1% 104
2022
Q1 		$1.1M Sell
17,754
-105
-0.6% -$6.54K 0.1% 107
2021
Q4 		$1.16M Buy
17,859
+6
+0% +$373 0.1% 107
2021
Q3 		$1.07M Hold
17,853
– – 0.1% 109
2021
Q2 		$1.09M Sell
17,853
-195
-1% -$11.9K 0.1% 107
2021
Q1 		$1.05M Sell
18,048
-130
-0.7% -$7.38K 0.1% 109
2020
Q4 		$1.06M Buy
18,178
+7
+0% +$398 0.16% 72
2020
Q3 		$1.01M Buy
18,171
+255
+1% +$14K 0.12% 90
2020
Q2 		$927K Buy
17,916
+5
+0% +$254 0.12% 96
2020
Q1 		$856K Buy
17,911
+540
+3% +$28.6K 0.13% 92
2019
Q4 		$963K Buy
17,371
+5
+0% +$273 0.12% 108
2019
Q3 		$941K Buy
17,366
+1,660
+11% +$89.5K 0.13% 107
2019
Q2 		$826K Sell
15,706
-20
-0.1% -$1.04K 0.12% 113
2019
Q1 		$812K Buy
+15,726
New +$769K 0.12% 110

Other funds holding KXI

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

Patriot Investment Management Group's KXI Position: Q2 2026 in Review

Patriot Investment Management Group increased its iShares Global Consumer Staples ETF (KXI) stake by 11% in Q2 2026, buying an estimated $117K and bringing the position to 17,098 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #113.

Patriot Investment Management Group first reported a position in KXI in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.16M in Q4 2021. 32 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Patriot Investment Management Group held 17,098 shares of iShares Global Consumer Staples ETF worth $1.15M as of Q2 2026.
  • Patriot Investment Management Group bought 1,727 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $117K.
  • iShares Global Consumer Staples ETF made up 0.07% of Patriot Investment Management Group's portfolio in Q2 2026, its #113 holding.
  • Patriot Investment Management Group first reported a position in iShares Global Consumer Staples ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares Global Consumer Staples ETF position peaked at $1.16M in Q4 2021.
  • 32 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.