SIS
KXI icon

Sound Income Strategies’s iShares Global Consumer Staples ETF KXI Stock Holding History

Sound Income Strategies’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 		– Sell
-172
Closed -$11.5K – 1532
2026
Q1 		$11.5K Sell
172
-13
-7% -$894 ﹤0.01% 1441
2025
Q4 		$12.4K Buy
+185
New +$12K ﹤0.01% 1354

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
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
IPAM
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NS
Northland Securities Minneapolis, Minnesota $172M AUM

Sound Income Strategies's KXI Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2026, closing a stake of 172 shares — an estimated $11.5K sold.

Sound Income Strategies first reported a position in KXI in Q4 2025 and held it in 2 quarters. The position peaked at $12.4K in Q4 2025. 102 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Global Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 172 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $11.5K.
  • Sound Income Strategies first reported a position in iShares Global Consumer Staples ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares Global Consumer Staples ETF position peaked at $12.4K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.