SWP
KXI icon

Strategic Wealth Partners’s iShares Global Consumer Staples ETF KXI Stock Holding History

Strategic Wealth Partners’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
2025
Q4 		– Sell
-139
Closed -$8.95K – 1520
2025
Q3 		$8.95K Hold
139
– – ﹤0.01% 918
2025
Q2 		$9.09K Buy
+139
New +$9.1K ﹤0.01% 803

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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Strategic Wealth Partners's KXI Position: Q4 2025 in Review

Strategic Wealth Partners sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2025, closing a stake of 139 shares — an estimated $8.95K sold.

Strategic Wealth Partners first reported a position in KXI in Q2 2025 and held it in 2 quarters. The position peaked at $9.09K in Q2 2025. 125 funds tracked by Wall St. Rank hold KXI as of Q4 2025.

  • Strategic Wealth Partners reported no remaining iShares Global Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 139 iShares Global Consumer Staples ETF shares in Q4 2025, an estimated $8.95K.
  • Strategic Wealth Partners first reported a position in iShares Global Consumer Staples ETF in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's iShares Global Consumer Staples ETF position peaked at $9.09K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.