Prospera Financial Services’s iShares Global Consumer Staples ETF KXI Stock Holding History

Prospera Financial Services’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
2024 Q2	–	Sell	-28,401	Closed	-$1.73M	–	1169
2024 Q1	$1.73M	Sell	28,401 -1,282	-4%	-$76.6K	0.05%	358
2023 Q4	$1.76M	Sell	29,683 -554	-2%	-$31.9K	0.06%	335
2023 Q3	$1.73M	Sell	30,237 -93	-0.3%	-$5.61K	0.07%	289
2023 Q2	$1.86M	Buy	+30,330	New	+$1.89M	0.07%	276
2022 Q2	–	Sell	-350	Closed	-$22K	–	2159
2022 Q1	$22K	Buy	+350	New	+$21.8K	﹤0.01%	1692
2020 Q4	–	Sell	-350	Closed	-$19K	–	1152
2020 Q3	$19K	Buy	+350	New	+$19.2K	0.01%	909

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prospera Financial Services's KXI Position: Q2 2024 in Review

Prospera Financial Services sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2024, closing a stake of 28,401 shares — an estimated $1.73M sold.

Prospera Financial Services first reported a position in KXI in Q3 2020 and held it in 6 quarters. The position peaked at $1.86M in Q2 2023. 135 funds tracked by Wall St. Rank hold KXI as of Q2 2024.

Prospera Financial Services reported no remaining iShares Global Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
Prospera Financial Services sold 28,401 iShares Global Consumer Staples ETF shares in Q2 2024, an estimated $1.73M.
Prospera Financial Services first reported a position in iShares Global Consumer Staples ETF in Q3 2020 and held it in 6 quarters.
Prospera Financial Services's iShares Global Consumer Staples ETF position peaked at $1.86M in Q2 2023.
135 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.