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Principal Securities’s iShares Global Consumer Staples ETF KXI Stock Holding History

Principal Securities’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
-105
Closed -$6.76K – 2564
2025
Q3 		$6.76K Hold
105
– – ﹤0.01% 2863
2025
Q2 		$6.87K Hold
105
– – ﹤0.01% 2774
2025
Q1 		$6.33K Hold
105
– – ﹤0.01% 2696
2024
Q4 		$6.33K Sell
105
-160
-60% -$10.1K ﹤0.01% 2692
2024
Q3 		$17.4K Sell
265
-35
-12% -$2.22K ﹤0.01% 2192
2024
Q2 		$18K Hold
300
– – ﹤0.01% 2111
2024
Q1 		$18.3K Hold
300
– – ﹤0.01% 2050
2023
Q4 		$17.8K Buy
+300
New +$17.3K ﹤0.01% 1987

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Principal Securities's KXI Position: Q4 2025 in Review

Principal Securities sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2025, closing a stake of 105 shares — an estimated $6.76K sold.

Principal Securities first reported a position in KXI in Q4 2023 and held it in 8 quarters. The position peaked at $18.3K in Q1 2024. 125 funds tracked by Wall St. Rank hold KXI as of Q4 2025.

  • Principal Securities reported no remaining iShares Global Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 105 iShares Global Consumer Staples ETF shares in Q4 2025, an estimated $6.76K.
  • Principal Securities first reported a position in iShares Global Consumer Staples ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Global Consumer Staples ETF position peaked at $18.3K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.