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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
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 $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

Synergy Investment Management's KXI Position: Q1 2026 in Review

Synergy Investment Management opened a new position in iShares Global Consumer Staples ETF (KXI) in Q1 2026: 200 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in KXI as recently as Q1 2025.

Synergy Investment Management first reported a position in KXI in Q4 2024 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Synergy Investment Management held 200 shares of iShares Global Consumer Staples ETF worth $13.4K as of Q1 2026.
  • iShares Global Consumer Staples ETF was a new Synergy Investment Management position in Q1 2026.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #459 holding.
  • Synergy Investment Management first reported a position in iShares Global Consumer Staples ETF in Q4 2024 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.