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SignatureFD’s iShares Global Consumer Staples ETF KXI Stock Holding History

SignatureFD’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
-20
Closed -$1.2K – 3288
2024
Q2 		$1.2K Hold
20
– – ﹤0.01% 2871
2024
Q1 		$1.22K Sell
20
-36
-64% -$2.15K ﹤0.01% 2918
2023
Q4 		$3.32K Sell
56
-23
-29% -$1.32K ﹤0.01% 2628
2023
Q3 		$4.51K Sell
79
-218
-73% -$13.1K ﹤0.01% 2527
2023
Q2 		$18.2K Buy
297
+6
+2% +$373 ﹤0.01% 1939
2023
Q1 		$18K Sell
291
-11
-4% -$659 ﹤0.01% 1925
2022
Q4 		$18K Buy
302
+132
+78% +$7.65K ﹤0.01% 1859
2022
Q3 		$9K Hold
170
– – ﹤0.01% 2130
2022
Q2 		$10K Buy
170
+44
+35% +$2.66K ﹤0.01% 2113
2022
Q1 		$8K Sell
126
-30
-19% -$1.87K ﹤0.01% 2267
2021
Q4 		$10K Buy
+156
New +$9.69K ﹤0.01% 2127
2021
Q1 		– Sell
-95
Closed -$6K – 2791
2020
Q4 		$6K Buy
95
+5
+6% +$284 ﹤0.01% 1899
2020
Q3 		$5K Hold
90
– – ﹤0.01% 1900
2020
Q2 		$5K Buy
90
+22
+32% +$1.12K ﹤0.01% 1810
2020
Q1 		$3K Buy
+68
New +$3.6K ﹤0.01% 1834
2014
Q4 		– Sell
-360
Closed -$16K – 920
2014
Q3 		$16K Hold
360
– – 0.01% 405
2014
Q2 		$16K Hold
360
– – 0.01% 392
2014
Q1 		$16K Buy
+360
New +$15.1K 0.01% 349

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

SignatureFD's KXI Position: Q3 2024 in Review

SignatureFD sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2024, closing a stake of 20 shares — an estimated $1.2K sold.

SignatureFD first reported a position in KXI in Q1 2014 and held it in 18 quarters. The position peaked at $18.2K in Q2 2023. 120 funds tracked by Wall St. Rank hold KXI as of Q3 2024.

  • SignatureFD reported no remaining iShares Global Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • SignatureFD sold 20 iShares Global Consumer Staples ETF shares in Q3 2024, an estimated $1.2K.
  • SignatureFD first reported a position in iShares Global Consumer Staples ETF in Q1 2014 and held it in 18 quarters.
  • SignatureFD's iShares Global Consumer Staples ETF position peaked at $18.2K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2024.

Based on SignatureFD's 13F filing for Q3 2024, filed 21 Oct 2024.