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Sequoia Financial Advisors’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Sequoia Financial Advisors’s Portfolio RXI Stock Details RXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Sell
1,444
-43
-3% -$8.45K ﹤0.01% 1729
2026
Q1 		$277K Buy
1,487
+31
+2% +$6.25K ﹤0.01% 1610
2025
Q4 		$299K Buy
1,456
+1
+0.1% +$206 ﹤0.01% 1564
2025
Q3 		$301K Hold
1,455
– – ﹤0.01% 1395
2025
Q2 		$274K Sell
1,455
-63
-4% -$11.5K ﹤0.01% 1309
2025
Q1 		$270K Buy
+1,518
New +$283K ﹤0.01% 1109

Other funds holding RXI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Sequoia Financial Advisors's RXI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Global Consumer Discretionary ETF (RXI) stake by 2.9% in Q2 2026, selling an estimated $8.45K and leaving 1,444 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Sequoia Financial Advisors first reported a position in RXI in Q1 2025 and has held it in 6 quarters since. The position peaked at $301K in Q3 2025. 9 funds tracked by Wall St. Rank hold RXI as of Q2 2026.

  • Sequoia Financial Advisors held 1,444 shares of iShares Global Consumer Discretionary ETF worth $279K as of Q2 2026.
  • Sequoia Financial Advisors sold 43 iShares Global Consumer Discretionary ETF shares in Q2 2026, an estimated $8.45K.
  • iShares Global Consumer Discretionary ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1729 holding.
  • Sequoia Financial Advisors first reported a position in iShares Global Consumer Discretionary ETF in Q1 2025 and has held it in 6 quarters since.
  • Sequoia Financial Advisors's iShares Global Consumer Discretionary ETF position peaked at $301K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.