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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
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 $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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SOA Wealth Advisors's KXI Position: Q1 2026 in Review

SOA Wealth Advisors held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 7,347 shares worth $492K. The position accounts for 0.09% of the portfolio, ranked #119.

SOA Wealth Advisors first reported a position in KXI in Q4 2020 and has held it in 22 quarters since. The position peaked at $547K in Q4 2021. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • SOA Wealth Advisors held 7,347 shares of iShares Global Consumer Staples ETF worth $492K as of Q1 2026.
  • SOA Wealth Advisors left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
  • iShares Global Consumer Staples ETF made up 0.09% of SOA Wealth Advisors's portfolio in Q1 2026, its #119 holding.
  • SOA Wealth Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's iShares Global Consumer Staples ETF position peaked at $547K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.