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SSWM
Sheets Smith Wealth Management’s
iShares Global Consumer Staples ETF
KXI
Stock Holding History
Sheets Smith 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
2023
Q4
–
Sell
-12,388
Closed
-$707K
–
438
2023
Q3
$707K
Hold
12,388
–
–
0.11%
163
2023
Q2
$758K
Hold
12,388
–
–
0.11%
162
2023
Q1
$767K
Hold
12,388
–
–
0.12%
162
2022
Q4
$739K
Hold
12,388
–
–
0.12%
158
2022
Q3
$664K
Hold
12,388
–
–
0.11%
157
2022
Q2
$716K
Hold
12,388
–
–
0.12%
154
2022
Q1
$769K
Hold
12,388
–
–
0.11%
165
2021
Q4
$802K
Hold
12,388
–
–
0.1%
175
2021
Q3
$743K
Hold
12,388
–
–
0.1%
175
2021
Q2
$757K
Hold
12,388
–
–
0.1%
175
2021
Q1
$720K
Hold
12,388
–
–
0.11%
167
2020
Q4
$722K
Hold
12,388
–
–
0.11%
163
2020
Q3
$686K
Hold
12,388
–
–
0.12%
152
2020
Q2
$641K
Buy
+12,388
New
+$631K
0.13%
137
Other funds holding KXI
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
RBA
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New York
$3.45B AUM
16.24%
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
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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