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

Rise 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 Q2	–	Sell	-211	Closed	-$12.9K	–	1253
2024 Q1	$12.9K	Hold	211	–	–	0.01%	959
2023 Q4	$12.5K	Buy	211 +4	+2%	+$230	0.01%	298
2023 Q3	$11.8K	Hold	207	–	–	0.01%	301
2023 Q2	$12.7K	Buy	207 +2	+1%	+$124	0.01%	308
2023 Q1	$12.7K	Hold	205	–	–	0.01%	324
2022 Q4	$12.2K	Buy	205 +2	+1%	+$116	0.01%	321
2022 Q3	$11K	Hold	203	–	–	0.01%	326
2022 Q2	$12K	Buy	203 +2	+1%	+$121	0.01%	312
2022 Q1	$12K	Hold	201	–	–	0.01%	306
2021 Q4	$13K	Buy	+201	New	+$12.5K	0.01%	294

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

Rise Advisors's KXI Position: Q2 2024 in Review

Rise Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2024, closing a stake of 211 shares — an estimated $12.9K sold.

Rise Advisors first reported a position in KXI in Q4 2021 and held it in 10 quarters. The position peaked at $13K in Q4 2021. 135 funds tracked by Wall St. Rank hold KXI as of Q2 2024.

Rise Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
Rise Advisors sold 211 iShares Global Consumer Staples ETF shares in Q2 2024, an estimated $12.9K.
Rise Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2021 and held it in 10 quarters.
Rise Advisors's iShares Global Consumer Staples ETF position peaked at $13K in Q4 2021.
135 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.