Steward Partners Investment Advisory’s iShares Global Consumer Staples ETF KXI Stock Holding History

Steward Partners Investment Advisory’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	$178K	Sell	2,637 -592	-18%	-$40.3K	﹤0.01%	2293
2026 Q1	$216K	Buy	3,229 +900	+39%	+$61.9K	﹤0.01%	1974
2025 Q4	$151K	Hold	2,329	–	–	﹤0.01%	2082
2025 Q3	$150K	Hold	2,329	–	–	﹤0.01%	2014
2025 Q2	$152K	Hold	2,329	–	–	﹤0.01%	1884
2025 Q1	$149K	Buy	2,329 +29	+1%	+$1.8K	﹤0.01%	1791
2024 Q4	$139K	Buy	2,300 +157	+7%	+$9.9K	﹤0.01%	1806
2024 Q3	$141K	Sell	2,143 -31	-1%	-$1.96K	﹤0.01%	1702
2024 Q2	$131K	Buy	2,174 +43	+2%	+$2.61K	﹤0.01%	1648
2024 Q1	$130K	Hold	2,131	–	–	﹤0.01%	1635
2023 Q4	$126K	Hold	2,131	–	–	﹤0.01%	1579
2023 Q3	$122K	Sell	2,131 -50	-2%	-$3.01K	﹤0.01%	1488
2023 Q2	$133K	Sell	2,181 -464	-18%	-$28.9K	﹤0.01%	1446
2023 Q1	$164K	Sell	2,645 -928	-26%	-$55.6K	﹤0.01%	1373
2022 Q4	$213K	Buy	3,573 +1,493	+72%	+$86.6K	﹤0.01%	1217
2022 Q3	$111K	Hold	2,080	–	–	﹤0.01%	1452
2022 Q2	$120K	Hold	2,080	–	–	﹤0.01%	1425
2022 Q1	$129K	Sell	2,080 -550	-21%	-$34.3K	﹤0.01%	1497
2021 Q4	$170K	Buy	2,630 +87	+3%	+$5.4K	﹤0.01%	1380
2021 Q3	$153K	Buy	2,543 +25	+1%	+$1.54K	﹤0.01%	1380
2021 Q2	$154K	Sell	2,518 -1,096	-30%	-$66.7K	﹤0.01%	1755
2021 Q1	$210K	Sell	3,614 -38,522	-91%	-$2.19M	﹤0.01%	1279
2020 Q4	$2.46M	Buy	42,136 +15,586	+59%	+$886K	0.05%	327
2020 Q3	$1.47M	Sell	26,550 -207	-0.8%	-$11.4K	0.04%	378
2020 Q2	$1.38M	Buy	26,757 +2,527	+10%	+$129K	0.04%	380
2020 Q1	$1.16M	Buy	24,230 +1,693	+8%	+$89.6K	0.04%	356
2019 Q4	$1.25M	Buy	22,537 +4,518	+25%	+$247K	0.04%	397
2019 Q3	$987K	Buy	18,019 +3,119	+21%	+$168K	0.03%	411
2019 Q2	$784K	Buy	+14,900	New	+$778K	0.03%	442

Other funds holding KXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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

Steward Partners Investment Advisory's KXI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Global Consumer Staples ETF (KXI) stake by 18% in Q2 2026, selling an estimated $40.3K and leaving 2,637 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Steward Partners Investment Advisory first reported a position in KXI in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.46M in Q4 2020. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Steward Partners Investment Advisory held 2,637 shares of iShares Global Consumer Staples ETF worth $178K as of Q2 2026.
Steward Partners Investment Advisory sold 592 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $40.3K.
iShares Global Consumer Staples ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2293 holding.
Steward Partners Investment Advisory first reported a position in iShares Global Consumer Staples ETF in Q2 2019 and has held it in 29 quarters since.
Steward Partners Investment Advisory's iShares Global Consumer Staples ETF position peaked at $2.46M in Q4 2020.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.