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Richard Bernstein Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Richard Bernstein 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 		$29.7K Sell
444
-288
-39% -$19.8K ﹤0.01% 219
2025
Q4 		$47.3K Hold
732
– – ﹤0.01% 163
2025
Q3 		$46.5K Sell
732
-72
-9% -$4.71K ﹤0.01% 193
2025
Q2 		$52.6K Sell
804
-1,226
-60% -$80.3K ﹤0.01% 199
2025
Q1 		$130K Sell
2,030
-2,469
-55% -$153K ﹤0.01% 211
2024
Q4 		$271K Sell
4,499
-48
-1% -$3.03K 0.01% 208
2024
Q3 		$299K Sell
4,547
-830,225
-99% -$52.6M 0.01% 215
2024
Q2 		$50.2M Sell
834,772
-36,448
-4% -$2.21M 1.11% 24
2024
Q1 		$53.2M Sell
871,220
-27,828
-3% -$1.66M 1.14% 22
2023
Q4 		$53.3M Sell
899,048
-87,835
-9% -$5.06M 1.18% 23
2023
Q3 		$56.3M Sell
986,883
-2,492,469
-72% -$150M 1.26% 23
2023
Q2 		$213M Buy
3,479,352
+70,001
+2% +$4.36M 4.5% 5
2023
Q1 		$211M Buy
3,409,351
+157,215
+5% +$9.41M 4.48% 5
2022
Q4 		$194M Buy
3,252,136
+1,248,989
+62% +$72.4M 4.33% 6
2022
Q3 		$107M Buy
2,003,147
+33,498
+2% +$1.96M 2.68% 11
2022
Q2 		$114M Buy
1,969,649
+477,436
+32% +$28.9M 2.47% 11
2022
Q1 		$92.3M Buy
1,492,213
+39,068
+3% +$2.43M 1.82% 18
2021
Q4 		$94.1M Buy
1,453,145
+1,321,574
+1,004% +$82.1M 1.81% 16
2021
Q3 		$7.89M Buy
131,571
+1,626
+1% +$100K 0.16% 57
2021
Q2 		$7.95M Buy
129,945
+2,184
+2% +$133K 0.16% 53
2021
Q1 		$7.42M Sell
127,761
-447,028
-78% -$25.4M 0.17% 52
2020
Q4 		$33.5M Buy
574,789
+10,747
+2% +$611K 0.82% 25
2020
Q3 		$31.2M Buy
564,042
+56,532
+11% +$3.1M 0.88% 21
2020
Q2 		$26.3M Sell
507,510
-758,373
-60% -$38.6M 0.82% 21
2020
Q1 		$60.5M Sell
1,265,883
-377,961
-23% -$20M 2.15% 11
2019
Q4 		$90.1M Hold
1,643,844
– – 2.92% 8
2019
Q3 		$90.1M Sell
1,643,844
-122,127
-7% -$6.58M 2.95% 8
2019
Q2 		$92.9M Sell
1,765,971
-25,464
-1% -$1.33M 3.08% 8
2019
Q1 		$92.6M Buy
+1,791,435
New +$87.6M 3% 8

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
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Richard Bernstein Advisors's KXI Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its iShares Global Consumer Staples ETF (KXI) stake by 39% in Q1 2026, selling an estimated $19.8K and leaving 444 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Richard Bernstein Advisors first reported a position in KXI in Q1 2019 and has held it in 29 quarters since. The position peaked at $213M in Q2 2023. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Richard Bernstein Advisors held 444 shares of iShares Global Consumer Staples ETF worth $29.7K as of Q1 2026.
  • Richard Bernstein Advisors sold 288 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $19.8K.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Richard Bernstein Advisors's portfolio in Q1 2026, its #219 holding.
  • Richard Bernstein Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2019 and has held it in 29 quarters since.
  • Richard Bernstein Advisors's iShares Global Consumer Staples ETF position peaked at $213M in Q2 2023.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.