Realta Investment Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Realta Investment 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
2024 Q3	–	Sell	-55	Closed	-$3.31K	–	587
2024 Q2	$3.31K	Hold	55	–	–	﹤0.01%	745
2024 Q1	$3.36K	Buy	+55	New	+$3.29K	﹤0.01%	766
2023 Q4	–	Sell	-55	Closed	-$3.37K	–	646
2023 Q3	$3.37K	Hold	55	–	–	﹤0.01%	740
2023 Q2	$3.37K	Buy	+55	New	+$3.42K	﹤0.01%	790
2023 Q1	–	Sell	-55	Closed	-$3.28K	–	659
2022 Q4	$3.28K	Hold	55	–	–	﹤0.01%	793
2022 Q3	$3K	Buy	+55	New	+$3.22K	﹤0.01%	775
2019 Q2	–	Sell	-300	Closed	-$16K	–	1759
2019 Q1	$16K	Buy	+300	New	+$14.7K	0.01%	813

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's KXI Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2024, closing a stake of 55 shares — an estimated $3.31K sold.

Realta Investment Advisors first reported a position in KXI in Q1 2019 and held it in 7 quarters. The position peaked at $16K in Q1 2019. 120 funds tracked by Wall St. Rank hold KXI as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 55 iShares Global Consumer Staples ETF shares in Q3 2024, an estimated $3.31K.
Realta Investment Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2019 and held it in 7 quarters.
Realta Investment Advisors's iShares Global Consumer Staples ETF position peaked at $16K in Q1 2019.
120 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.