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Root Financial Partners’s iShares Global Consumer Staples ETF KXI Stock Holding History

Root Financial Partners’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 		– Sell
-39
Closed -$2.52K – 3520
2025
Q4 		$2.52K Sell
39
-39
-50% -$2.53K ﹤0.01% 1951
2025
Q3 		$5.02K Buy
+78
New +$5.1K ﹤0.01% 1722

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

Root Financial Partners's KXI Position: Q1 2026 in Review

Root Financial Partners sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2026, closing a stake of 39 shares — an estimated $2.52K sold.

Root Financial Partners first reported a position in KXI in Q3 2025 and held it in 2 quarters. The position peaked at $5.02K in Q3 2025. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Root Financial Partners reported no remaining iShares Global Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 39 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $2.52K.
  • Root Financial Partners first reported a position in iShares Global Consumer Staples ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's iShares Global Consumer Staples ETF position peaked at $5.02K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.