Teamwork Financial Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Teamwork Financial 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
2021 Q3	–	Sell	-7,611	Closed	-$465K	–	280
2021 Q2	$465K	Buy	7,611 +307	+4%	+$18.7K	0.09%	158
2021 Q1	$424K	Buy	7,304 +178	+2%	+$10.1K	0.1%	156
2020 Q4	$415K	Buy	7,126 +673	+10%	+$38.2K	0.1%	141
2020 Q3	$357K	Sell	6,453 -548	-8%	-$30.1K	0.11%	134
2020 Q2	$362K	Buy	+7,001	New	+$356K	0.13%	135

Other funds holding KXI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RBA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Teamwork Financial Advisors's KXI Position: Q3 2021 in Review

Teamwork Financial Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2021, closing a stake of 7,611 shares — an estimated $465K sold.

Teamwork Financial Advisors first reported a position in KXI in Q2 2020 and held it in 5 quarters. The position peaked at $465K in Q2 2021. 114 funds tracked by Wall St. Rank hold KXI as of Q3 2021.

Teamwork Financial Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q3 2021 after selling out during the quarter.
Teamwork Financial Advisors sold 7,611 iShares Global Consumer Staples ETF shares in Q3 2021, an estimated $465K.
Teamwork Financial Advisors first reported a position in iShares Global Consumer Staples ETF in Q2 2020 and held it in 5 quarters.
Teamwork Financial Advisors's iShares Global Consumer Staples ETF position peaked at $465K in Q2 2021.
114 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2021.

Based on Teamwork Financial Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.