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

Stifel Financial’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 		$2.34M Buy
34,921
+23,185
+198% +$1.59M ﹤0.01% 1850
2025
Q4 		$759K Buy
11,736
+1,839
+19% +$119K ﹤0.01% 2611
2025
Q3 		$637K Buy
9,897
+990
+11% +$64.7K ﹤0.01% 2666
2025
Q2 		$582K Buy
8,907
+3,590
+68% +$235K ﹤0.01% 2686
2025
Q1 		$341K Buy
+5,317
New +$330K ﹤0.01% 2903
2024
Q3 		– Sell
-9,347
Closed -$562K – 3421
2024
Q2 		$562K Sell
9,347
-714
-7% -$43.4K ﹤0.01% 2552
2024
Q1 		$614K Sell
10,061
-1,064
-10% -$63.6K ﹤0.01% 2489
2023
Q4 		$660K Sell
11,125
-1,154
-9% -$66.4K ﹤0.01% 2414
2023
Q3 		$701K Sell
12,279
-17,676
-59% -$1.07M ﹤0.01% 2292
2023
Q2 		$1.83M Buy
29,955
+3,194
+12% +$199K ﹤0.01% 1684
2023
Q1 		$1.66M Sell
26,761
-43,133
-62% -$2.58M ﹤0.01% 1699
2022
Q4 		$4.17M Buy
69,894
+44,046
+170% +$2.55M 0.01% 1077
2022
Q3 		$1.39M Buy
25,848
+1,932
+8% +$113K ﹤0.01% 1728
2022
Q2 		$1.38M Buy
23,916
+11,265
+89% +$682K ﹤0.01% 1760
2022
Q1 		$786K Sell
12,651
-244
-2% -$15.2K ﹤0.01% 2283
2021
Q4 		$835K Buy
12,895
+6,273
+95% +$389K ﹤0.01% 2251
2021
Q3 		$397K Buy
6,622
+1,771
+37% +$109K ﹤0.01% 2711
2021
Q2 		$296K Buy
4,851
+195
+4% +$11.9K ﹤0.01% 2906
2021
Q1 		$271K Buy
+4,656
New +$264K ﹤0.01% 2845
2020
Q4 		– Sell
-4,878
Closed -$270K – 3078
2020
Q3 		$270K Sell
4,878
-317
-6% -$17.4K ﹤0.01% 2465
2020
Q2 		$269K Sell
5,195
-286
-5% -$14.6K ﹤0.01% 2421
2020
Q1 		$263K Buy
+5,481
New +$290K ﹤0.01% 2267

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

Stifel Financial's KXI Position: Q1 2026 in Review

Stifel Financial increased its iShares Global Consumer Staples ETF (KXI) stake by 198% in Q1 2026, buying an estimated $1.59M and bringing the position to 34,921 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Stifel Financial first reported a position in KXI in Q1 2020 and has held it in 22 quarters since. The position peaked at $4.17M in Q4 2022. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Stifel Financial held 34,921 shares of iShares Global Consumer Staples ETF worth $2.34M as of Q1 2026.
  • Stifel Financial bought 23,185 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $1.59M.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1850 holding.
  • Stifel Financial first reported a position in iShares Global Consumer Staples ETF in Q1 2020 and has held it in 22 quarters since.
  • Stifel Financial's iShares Global Consumer Staples ETF position peaked at $4.17M in Q4 2022.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.