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SYSTM Wealth Solutions’s iShares Global Consumer Staples ETF KXI Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-34
Closed -$2.02K – 386
2024
Q2 		$2.02K Buy
34
+1
+3% +$61 ﹤0.01% 614
2024
Q1 		$2.03K Sell
33
-236
-88% -$14.1K ﹤0.01% 901
2023
Q4 		$16K Buy
+269
New +$15.5K ﹤0.01% 763

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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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 13.96% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SYSTM Wealth Solutions's KXI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2024, closing a stake of 34 shares — an estimated $2.02K sold.

SYSTM Wealth Solutions first reported a position in KXI in Q4 2023 and held it in 3 quarters. The position peaked at $16K in Q4 2023. 120 funds tracked by Wall St. Rank hold KXI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining iShares Global Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 34 iShares Global Consumer Staples ETF shares in Q3 2024, an estimated $2.02K.
  • SYSTM Wealth Solutions first reported a position in iShares Global Consumer Staples ETF in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's iShares Global Consumer Staples ETF position peaked at $16K in Q4 2023.
  • 120 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.