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RWA Wealth Partners’s iShares Global Consumer Staples ETF KXI Stock Holding History

RWA Wealth 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
2018
Q3 		– Sell
-164
Closed -$8K – 496
2018
Q2 		$8K Buy
+164
New +$8.03K ﹤0.01% 634

Other funds holding KXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RWA Wealth Partners's KXI Position: Q3 2018 in Review

RWA Wealth Partners sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2018, closing a stake of 164 shares — an estimated $8K sold.

RWA Wealth Partners first reported a position in KXI in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 80 funds tracked by Wall St. Rank hold KXI as of Q3 2018.

  • RWA Wealth Partners reported no remaining iShares Global Consumer Staples ETF position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 164 iShares Global Consumer Staples ETF shares in Q3 2018, an estimated $8K.
  • RWA Wealth Partners first reported a position in iShares Global Consumer Staples ETF in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's iShares Global Consumer Staples ETF position peaked at $8K in Q2 2018.
  • 80 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.