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Synergy Investment Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Synergy Investment Management’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 		– Sell
-200
Closed -$13.4K – 1145
2026
Q1 		$13.4K Buy
+200
New +$13.8K ﹤0.01% 459
2025
Q2 		– Sell
-200
Closed -$12.8K – 362
2025
Q1 		$12.8K Hold
200
– – 0.01% 355
2024
Q4 		$12.1K Buy
+200
New +$12.6K 0.01% 374

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
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

Synergy Investment Management's KXI Position: Q2 2026 in Review

Synergy Investment Management sold out of iShares Global Consumer Staples ETF (KXI) in Q2 2026, closing a stake of 200 shares — an estimated $13.4K sold.

Synergy Investment Management first reported a position in KXI in Q4 2024 and held it in 3 quarters. The position peaked at $13.4K in Q1 2026. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Synergy Investment Management reported no remaining iShares Global Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 200 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $13.4K.
  • Synergy Investment Management first reported a position in iShares Global Consumer Staples ETF in Q4 2024 and held it in 3 quarters.
  • Synergy Investment Management's iShares Global Consumer Staples ETF position peaked at $13.4K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.