SWA
KXI icon

SOA Wealth Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

SOA Wealth Advisors’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 		$423K Sell
6,270
-1,077
-15% -$73.3K 0.07% 141
2026
Q1 		$492K Hold
7,347
– – 0.09% 119
2025
Q4 		$475K Sell
7,347
-37
-0.5% -$2.4K 0.08% 127
2025
Q3 		$475K Hold
7,384
– – 0.08% 129
2025
Q2 		$483K Buy
7,384
+78
+1% +$5.11K 0.09% 123
2025
Q1 		$468K Sell
7,306
-216
-3% -$13.4K 0.1% 117
2024
Q4 		$453K Buy
7,522
+105
+1% +$6.62K 0.08% 120
2024
Q3 		$488K Sell
7,417
-51
-0.7% -$3.23K 0.09% 116
2024
Q2 		$449K Sell
7,468
-297
-4% -$18K 0.09% 115
2024
Q1 		$474K Hold
7,765
– – 0.1% 113
2023
Q4 		$460K Buy
7,765
+149
+2% +$8.58K 0.1% 103
2023
Q3 		$435K Hold
7,616
– – 0.11% 103
2023
Q2 		$466K Sell
7,616
-492
-6% -$30.6K 0.11% 101
2023
Q1 		$502K Hold
8,108
– – 0.12% 94
2022
Q4 		$484K Buy
8,108
+74
+0.9% +$4.29K 0.13% 90
2022
Q3 		$430K Hold
8,034
– – 0.13% 91
2022
Q2 		$464K Sell
8,034
-147
-2% -$8.9K 0.14% 84
2022
Q1 		$508K Sell
8,181
-317
-4% -$19.8K 0.12% 97
2021
Q4 		$547K Sell
8,498
-60
-0.7% -$3.73K 0.13% 92
2021
Q3 		$513K Hold
8,558
– – 0.13% 96
2021
Q2 		$523K Sell
8,558
-85
-1% -$5.17K 0.13% 96
2021
Q1 		$502K Hold
8,643
– – 0.14% 94
2020
Q4 		$491K Buy
+8,643
New +$491K 0.13% 90

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

SOA Wealth Advisors's KXI Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Global Consumer Staples ETF (KXI) stake by 15% in Q2 2026, selling an estimated $73.3K and leaving 6,270 shares worth $423K. The position accounts for 0.07% of the portfolio, ranked #141.

SOA Wealth Advisors first reported a position in KXI in Q4 2020 and has held it in 23 quarters since. The position peaked at $547K in Q4 2021. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • SOA Wealth Advisors held 6,270 shares of iShares Global Consumer Staples ETF worth $423K as of Q2 2026.
  • SOA Wealth Advisors sold 1,077 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $73.3K.
  • iShares Global Consumer Staples ETF made up 0.07% of SOA Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • SOA Wealth Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Global Consumer Staples ETF position peaked at $547K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.