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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TIC

TriCert Investment Counsel Waterloo $1.07B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 77 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.
77 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.