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Sage Financial Management Group’s iShares Global Consumer Staples ETF KXI Stock Holding History

Sage Financial Management Group’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
2021
Q2 		– Sell
-620
Closed -$36K – 76
2021
Q1 		$36K Buy
+620
New +$35.2K 0.03% 70

Other funds holding KXI

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sage Financial Management Group's KXI Position: Q2 2021 in Review

Sage Financial Management Group sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2021, closing a stake of 620 shares — an estimated $36K sold.

Sage Financial Management Group first reported a position in KXI in Q1 2021 and held it in 1 quarter. The position peaked at $36K in Q1 2021. 114 funds tracked by Wall St. Rank hold KXI as of Q2 2021.

  • Sage Financial Management Group reported no remaining iShares Global Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 620 iShares Global Consumer Staples ETF shares in Q2 2021, an estimated $36K.
  • Sage Financial Management Group first reported a position in iShares Global Consumer Staples ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's iShares Global Consumer Staples ETF position peaked at $36K in Q1 2021.
  • 114 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.