Plante Moran Financial Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Plante Moran Financial 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
2026 Q1	$9.52K	Hold	142	–	–	﹤0.01%	520
2025 Q4	$9.18K	Hold	142	–	–	﹤0.01%	573
2025 Q3	$9.14K	Hold	142	–	–	﹤0.01%	560
2025 Q2	$9.28K	Hold	142	–	–	﹤0.01%	572
2025 Q1	$9.1K	Hold	142	–	–	﹤0.01%	581
2024 Q4	$8.56K	Hold	142	–	–	﹤0.01%	602
2024 Q3	$9.34K	Hold	142	–	–	﹤0.01%	607
2024 Q2	$8.54K	Hold	142	–	–	﹤0.01%	594
2024 Q1	$8.67K	Hold	142	–	–	﹤0.01%	627
2023 Q4	$8.42K	Sell	142 -116	-45%	-$6.68K	﹤0.01%	574
2023 Q3	$14.7K	Buy	258 +116	+82%	+$6.99K	﹤0.01%	480
2023 Q2	$8.69K	Hold	142	–	–	﹤0.01%	567
2023 Q1	$8.8K	Hold	142	–	–	﹤0.01%	580
2022 Q4	$8.47K	Hold	142	–	–	﹤0.01%	603
2022 Q3	$8K	Hold	142	–	–	﹤0.01%	620
2022 Q2	$8K	Hold	142	–	–	﹤0.01%	649
2022 Q1	$9K	Hold	142	–	–	﹤0.01%	609
2021 Q4	$9K	Hold	142	–	–	﹤0.01%	699
2021 Q3	$9K	Hold	142	–	–	﹤0.01%	708
2021 Q2	$9K	Hold	142	–	–	﹤0.01%	693
2021 Q1	$8K	Hold	142	–	–	﹤0.01%	691
2020 Q4	$8K	Hold	142	–	–	﹤0.01%	653
2020 Q3	$8K	Hold	142	–	–	﹤0.01%	632
2020 Q2	$7K	Buy	+142	New	+$7.23K	﹤0.01%	554

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Plante Moran Financial Advisors's KXI Position: Q1 2026 in Review

Plante Moran Financial Advisors held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 142 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Plante Moran Financial Advisors first reported a position in KXI in Q2 2020 and has held it in 24 quarters since. The position peaked at $14.7K in Q3 2023. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Plante Moran Financial Advisors held 142 shares of iShares Global Consumer Staples ETF worth $9.52K as of Q1 2026.
Plante Moran Financial Advisors left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
iShares Global Consumer Staples ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #520 holding.
Plante Moran Financial Advisors first reported a position in iShares Global Consumer Staples ETF in Q2 2020 and has held it in 24 quarters since.
Plante Moran Financial Advisors's iShares Global Consumer Staples ETF position peaked at $14.7K in Q3 2023.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.