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Sunbelt Securities’s iShares Global Consumer Staples ETF KXI Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-236
Closed -$14.2K – 2801
2025
Q2 		$14.2K Buy
+236
New +$15.4K ﹤0.01% 1231
2025
Q1 		– Sell
-236
Closed -$14.2K – 1861
2024
Q4 		$14.2K Sell
236
-100
-30% -$6.31K ﹤0.01% 1235
2024
Q3 		$22.1K Buy
336
+236
+236% +$15K ﹤0.01% 1153
2024
Q2 		$6.01K Sell
100
-173
-63% -$10.5K ﹤0.01% 1362
2024
Q1 		$16.7K Sell
273
-300
-52% -$17.9K ﹤0.01% 1127
2023
Q4 		$34K Sell
573
-145
-20% -$8.35K ﹤0.01% 898
2023
Q3 		$40.9K Sell
718
-85
-11% -$5.12K 0.01% 848
2023
Q2 		$49.1K Buy
803
+4
+0.5% +$249 0.01% 801
2023
Q1 		$49.1K Buy
+799
New +$47.8K 0.01% 748

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sunbelt Securities's KXI Position: Q3 2025 in Review

Sunbelt Securities sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2025, closing a stake of 236 shares — an estimated $14.2K sold.

Sunbelt Securities first reported a position in KXI in Q1 2023 and held it in 9 quarters. The position peaked at $49.1K in Q1 2023. 130 funds tracked by Wall St. Rank hold KXI as of Q3 2025.

  • Sunbelt Securities reported no remaining iShares Global Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 236 iShares Global Consumer Staples ETF shares in Q3 2025, an estimated $14.2K.
  • Sunbelt Securities first reported a position in iShares Global Consumer Staples ETF in Q1 2023 and held it in 9 quarters.
  • Sunbelt Securities's iShares Global Consumer Staples ETF position peaked at $49.1K in Q1 2023.
  • 130 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.