Private Advisor Group’s iShares Global Consumer Staples ETF KXI Stock Holding History

Private Advisor 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	$341K	Buy	5,052 +47	+0.9%	+$3.2K	﹤0.01%	2030
2026 Q1	$335K	Buy	5,005 +101	+2%	+$6.95K	﹤0.01%	2120
2025 Q4	$317K	Sell	4,904 -25	-0.5%	-$1.62K	﹤0.01%	2125
2025 Q3	$317K	Buy	4,929 +106	+2%	+$6.93K	﹤0.01%	2051
2025 Q2	$315K	Buy	4,823 +659	+16%	+$43.1K	﹤0.01%	1957
2025 Q1	$267K	Sell	4,164 -220	-5%	-$13.7K	﹤0.01%	1938
2024 Q4	$264K	Sell	4,384 -270	-6%	-$17K	﹤0.01%	1930
2024 Q3	$306K	Buy	4,654 +263	+6%	+$16.7K	﹤0.01%	1936
2024 Q2	$264K	Sell	4,391 -80	-2%	-$4.86K	﹤0.01%	1983
2024 Q1	$273K	Sell	4,471 -150	-3%	-$8.97K	﹤0.01%	1908
2023 Q4	$274K	Hold	4,621	–	–	﹤0.01%	1841
2023 Q3	$264K	Buy	4,621 +80	+2%	+$4.82K	﹤0.01%	1720
2023 Q2	$278K	Buy	4,541 +98	+2%	+$6.1K	﹤0.01%	1673
2023 Q1	$275K	Buy	+4,443	New	+$266K	﹤0.01%	1625
2022 Q4	–	Sell	-4,443	Closed	-$238K	–	1834
2022 Q3	$238K	Hold	4,443	–	–	﹤0.01%	1597
2022 Q2	$257K	Buy	4,443 +387	+10%	+$23.4K	﹤0.01%	1719
2022 Q1	$252K	Hold	4,056	–	–	﹤0.01%	1766
2021 Q4	$263K	Hold	4,056	–	–	﹤0.01%	1794
2021 Q3	$243K	Sell	4,056 -425	-9%	-$26.2K	﹤0.01%	1793
2021 Q2	$274K	Sell	4,481 -615	-12%	-$37.4K	﹤0.01%	1673
2021 Q1	$296K	Buy	5,096 +180	+4%	+$10.2K	﹤0.01%	1550
2020 Q4	$286K	Buy	4,916 +8	+0.2%	+$455	﹤0.01%	1482
2020 Q3	$272K	Hold	4,908	–	–	﹤0.01%	1296
2020 Q2	$254K	Buy	4,908 +47	+1%	+$2.39K	﹤0.01%	1273
2020 Q1	$232K	Hold	4,861	–	–	﹤0.01%	1176
2019 Q4	$270K	Buy	4,861 +582	+14%	+$31.8K	﹤0.01%	1325
2019 Q3	$235K	Buy	4,279 +169	+4%	+$9.11K	﹤0.01%	1429
2019 Q2	$216K	Hold	4,110	–	–	﹤0.01%	1465
2019 Q1	$212K	Sell	4,110 -274	-6%	-$13.4K	﹤0.01%	1373
2018 Q4	$202K	Buy	+4,384	New	+$215K	﹤0.01%	1205
2015 Q2	–	Sell	-4,642	Closed	-$213K	–	1086
2015 Q1	$213K	Hold	4,642	–	–	0.01%	866
2014 Q4	$208K	Sell	4,642 -1,000	-18%	-$44.8K	0.01%	863
2014 Q3	$247K	Buy	+5,642	New	+$251K	0.02%	759

Other funds holding KXI

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

Private Advisor Group's KXI Position: Q2 2026 in Review

Private Advisor Group increased its iShares Global Consumer Staples ETF (KXI) stake by 0.94% in Q2 2026, buying an estimated $3.2K and bringing the position to 5,052 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Private Advisor Group first reported a position in KXI in Q3 2014 and has held it in 33 quarters since. 44 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Private Advisor Group held 5,052 shares of iShares Global Consumer Staples ETF worth $341K as of Q2 2026.
Private Advisor Group bought 47 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $3.2K.
iShares Global Consumer Staples ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2030 holding.
Private Advisor Group first reported a position in iShares Global Consumer Staples ETF in Q3 2014 and has held it in 33 quarters since.
44 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.