Peapack-Gladstone Financial Corp’s iShares Global Consumer Staples ETF KXI Stock Holding History

Peapack-Gladstone Financial Corp’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 Q1	–	Sell	-3,925	Closed	-$237K	–	707
2024 Q4	$237K	Sell	3,925 -700	-15%	-$44.2K	﹤0.01%	612
2024 Q3	$304K	Sell	4,625 -80	-2%	-$5.07K	﹤0.01%	571
2024 Q2	$283K	Hold	4,705	–	–	﹤0.01%	573
2024 Q1	$288K	Sell	4,705 -1,000	-18%	-$59.8K	﹤0.01%	571
2023 Q4	$338K	Hold	5,705	–	–	0.01%	554
2023 Q3	$325K	Hold	5,705	–	–	0.01%	547
2023 Q2	$349K	Sell	5,705 -357	-6%	-$22.2K	0.01%	542
2023 Q1	$374K	Sell	6,062 -10	-0.2%	-$599	0.01%	522
2022 Q4	$362K	Buy	6,072 +30	+0.5%	+$1.74K	0.01%	513
2022 Q3	$324K	Buy	+6,042	New	+$353K	0.01%	532

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peapack-Gladstone Financial Corp's KXI Position: Q1 2025 in Review

Peapack-Gladstone Financial Corp sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2025, closing a stake of 3,925 shares — an estimated $237K sold.

Peapack-Gladstone Financial Corp first reported a position in KXI in Q3 2022 and held it in 10 quarters. The position peaked at $374K in Q1 2023. 122 funds tracked by Wall St. Rank hold KXI as of Q1 2025.

Peapack-Gladstone Financial Corp reported no remaining iShares Global Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 3,925 iShares Global Consumer Staples ETF shares in Q1 2025, an estimated $237K.
Peapack-Gladstone Financial Corp first reported a position in iShares Global Consumer Staples ETF in Q3 2022 and held it in 10 quarters.
Peapack-Gladstone Financial Corp's iShares Global Consumer Staples ETF position peaked at $374K in Q1 2023.
122 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2025, filed 12 May 2025.