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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
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
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

Steward Partners Investment Advisory's KXI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares Global Consumer Staples ETF (KXI) stake by 39% in Q1 2026, buying an estimated $61.9K and bringing the position to 3,229 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Steward Partners Investment Advisory first reported a position in KXI in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.46M in Q4 2020. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Steward Partners Investment Advisory held 3,229 shares of iShares Global Consumer Staples ETF worth $216K as of Q1 2026.
  • Steward Partners Investment Advisory bought 900 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $61.9K.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1974 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Global Consumer Staples ETF in Q2 2019 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's iShares Global Consumer Staples ETF position peaked at $2.46M in Q4 2020.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.