TCI Wealth Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

TCI Wealth Advisors’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
2022 Q3	–	Sell	-250	Closed	-$14K	–	2435
2022 Q2	$14K	Buy	+250	New	+$15.1K	﹤0.01%	806
2021 Q1	–	Sell	-280	Closed	-$16K	–	2202
2020 Q4	$16K	Buy	+280	New	+$15.9K	0.01%	543
2014 Q2	–	Sell	-82	Closed	-$4K	–	914
2014 Q1	$4K	Hold	82	–	–	﹤0.01%	602
2013 Q4	$4K	Buy	+82	New	+$3.49K	﹤0.01%	594

Other funds holding KXI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Wealth Advisors's KXI Position: Q3 2022 in Review

TCI Wealth Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2022, closing a stake of 250 shares — an estimated $14K sold.

TCI Wealth Advisors first reported a position in KXI in Q4 2013 and held it in 4 quarters. The position peaked at $16K in Q4 2020. 139 funds tracked by Wall St. Rank hold KXI as of Q3 2022.

TCI Wealth Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 250 iShares Global Consumer Staples ETF shares in Q3 2022, an estimated $14K.
TCI Wealth Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2013 and held it in 4 quarters.
TCI Wealth Advisors's iShares Global Consumer Staples ETF position peaked at $16K in Q4 2020.
139 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.