Simplex Trading
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Simplex Trading’s iShares Global Consumer Staples ETF KXI Stock Holding History

Simplex Trading’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
2025
Q1 		– Sell
-95
Closed -$5K – 9105
2024
Q4 		$5K Hold
95
– – ﹤0.01% 7625
2024
Q3 		$6K Sell
95
-5
-5% -$317 ﹤0.01% 7524
2024
Q2 		$6K Buy
+100
New +$6.08K ﹤0.01% 7775

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
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplex Trading's KXI Position: Q1 2025 in Review

Simplex Trading sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2025, closing a stake of 95 shares — an estimated $5K sold.

Simplex Trading first reported a position in KXI in Q2 2024 and held it in 3 quarters. The position peaked at $6K in Q3 2024. 122 funds tracked by Wall St. Rank hold KXI as of Q1 2025.

  • Simplex Trading reported no remaining iShares Global Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 95 iShares Global Consumer Staples ETF shares in Q1 2025, an estimated $5K.
  • Simplex Trading first reported a position in iShares Global Consumer Staples ETF in Q2 2024 and held it in 3 quarters.
  • Simplex Trading's iShares Global Consumer Staples ETF position peaked at $6K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.