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Selective Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-1,412
Closed -$76K – 455
2022
Q3 		$76K Hold
1,412
– – 0.03% 247
2022
Q2 		$82K Buy
+1,412
New +$85.4K 0.03% 250

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Selective Wealth Management's KXI Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2022, closing a stake of 1,412 shares — an estimated $76K sold.

Selective Wealth Management first reported a position in KXI in Q2 2022 and held it in 2 quarters. The position peaked at $82K in Q2 2022. 154 funds tracked by Wall St. Rank hold KXI as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,412 iShares Global Consumer Staples ETF shares in Q4 2022, an estimated $76K.
  • Selective Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's iShares Global Consumer Staples ETF position peaked at $82K in Q2 2022.
  • 154 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.