Sowell Financial Services’s iShares Global Consumer Staples ETF KXI Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-408	Closed	-$25K	–	1720
2021 Q1	$25K	Buy	408 +181	+80%	+$10.3K	﹤0.01%	1957
2020 Q4	$13K	Buy	227 +88	+63%	+$5K	﹤0.01%	1917
2020 Q3	$8K	Hold	139	–	–	﹤0.01%	1870
2020 Q2	$7K	Sell	139 -283	-67%	-$14.4K	﹤0.01%	1802
2020 Q1	$20K	Sell	422 -209	-33%	-$11.1K	﹤0.01%	1395
2019 Q4	$35K	Buy	631 +7	+1%	+$382	﹤0.01%	1267
2019 Q3	$34K	Buy	+624	New	+$33.6K	﹤0.01%	1111

Other funds holding KXI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's KXI Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2021, closing a stake of 408 shares — an estimated $25K sold.

Sowell Financial Services first reported a position in KXI in Q3 2019 and held it in 7 quarters. The position peaked at $35K in Q4 2019. 114 funds tracked by Wall St. Rank hold KXI as of Q2 2021.

Sowell Financial Services reported no remaining iShares Global Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 408 iShares Global Consumer Staples ETF shares in Q2 2021, an estimated $25K.
Sowell Financial Services first reported a position in iShares Global Consumer Staples ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares Global Consumer Staples ETF position peaked at $35K in Q4 2019.
114 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.