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

Silvia McColl 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
2026 Q2	$270K	Hold	4,000	–	–	0.16%	102
2026 Q1	$268K	Hold	4,000	–	–	0.18%	101
2025 Q4	$259K	Hold	4,000	–	–	0.17%	101
2025 Q3	$257K	Hold	4,000	–	–	0.17%	99
2025 Q2	$262K	Hold	4,000	–	–	0.19%	94
2025 Q1	$256K	Hold	4,000	–	–	0.19%	91
2024 Q4	$241K	Hold	4,000	–	–	0.18%	95
2024 Q3	$263K	Hold	4,000	–	–	0.2%	90
2024 Q2	$240K	Hold	4,000	–	–	0.2%	94
2024 Q1	$237K	Hold	4,000	–	–	0.2%	98
2023 Q4	$237K	Hold	4,000	–	–	0.21%	90
2023 Q3	$228K	Hold	4,000	–	–	0.23%	88
2023 Q2	$245K	Hold	4,000	–	–	0.23%	91
2023 Q1	$248K	Hold	4,000	–	–	0.25%	85
2022 Q4	$239K	Buy	+4,000	New	+$232K	0.23%	90

Other funds holding KXI

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Silvia McColl Wealth Management's KXI Position: Q2 2026 in Review

Silvia McColl Wealth Management held its iShares Global Consumer Staples ETF (KXI) position steady in Q2 2026 at 4,000 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #102.

Silvia McColl Wealth Management first reported a position in KXI in Q4 2022 and has held it in 15 quarters since. 12 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Silvia McColl Wealth Management held 4,000 shares of iShares Global Consumer Staples ETF worth $270K as of Q2 2026.
Silvia McColl Wealth Management left its iShares Global Consumer Staples ETF share count unchanged in Q2 2026.
iShares Global Consumer Staples ETF made up 0.16% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #102 holding.
Silvia McColl Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q4 2022 and has held it in 15 quarters since.
12 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.