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
2025 Q4	$12K	Buy	+186	New	+$12.1K	﹤0.01%	1646

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SageView Advisory Group's KXI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares Global Consumer Staples ETF (KXI) in Q4 2025: 186 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1646 among its holdings.

125 funds tracked by Wall St. Rank hold KXI as of Q4 2025.

SageView Advisory Group held 186 shares of iShares Global Consumer Staples ETF worth $12K as of Q4 2025.
iShares Global Consumer Staples ETF was a new SageView Advisory Group position in Q4 2025.
iShares Global Consumer Staples ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1646 holding.
125 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.