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Salomon & Ludwin’s iShares Global Consumer Staples ETF KXI Stock Holding History

Salomon & Ludwin’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
2024
Q3 		– Sell
-3,270
Closed -$197K – 739
2024
Q2 		$197K Sell
3,270
-157
-5% -$9.54K 0.02% 152
2024
Q1 		$209K Buy
3,427
+3,273
+2,125% +$196K 0.02% 181
2023
Q4 		$8.79K Hold
154
– – ﹤0.01% 513
2023
Q3 		$8.79K Buy
+154
New +$9.28K ﹤0.01% 511

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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salomon & Ludwin's KXI Position: Q3 2024 in Review

Salomon & Ludwin sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2024, closing a stake of 3,270 shares — an estimated $197K sold.

Salomon & Ludwin first reported a position in KXI in Q3 2023 and held it in 4 quarters. The position peaked at $209K in Q1 2024. 120 funds tracked by Wall St. Rank hold KXI as of Q3 2024.

  • Salomon & Ludwin reported no remaining iShares Global Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 3,270 iShares Global Consumer Staples ETF shares in Q3 2024, an estimated $197K.
  • Salomon & Ludwin first reported a position in iShares Global Consumer Staples ETF in Q3 2023 and held it in 4 quarters.
  • Salomon & Ludwin's iShares Global Consumer Staples ETF position peaked at $209K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2024.

Based on Salomon & Ludwin's 13F filing for Q3 2024, filed 24 Oct 2024.