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SageView Advisory Group’s iShares Global Consumer Staples ETF KXI Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-186
Closed -$12K – 1601
2025
Q4 		$12K Buy
+186
New +$12.1K ﹤0.01% 1646

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's KXI Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2026, closing a stake of 186 shares — an estimated $12K sold.

SageView Advisory Group first reported a position in KXI in Q4 2025 and held it in 1 quarter. The position peaked at $12K in Q4 2025. 128 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Global Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 186 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $12K.
  • SageView Advisory Group first reported a position in iShares Global Consumer Staples ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares Global Consumer Staples ETF position peaked at $12K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.