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Tidemark’s iShares Global Consumer Staples ETF KXI Stock Holding History

Tidemark’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
2025
Q4 		– Sell
-6,511
Closed -$419K – 694
2025
Q3 		$419K Buy
6,511
+1,030
+19% +$67.3K 0.12% 81
2025
Q2 		$358K Buy
+5,481
New +$359K 0.12% 84

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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Tidemark's KXI Position: Q4 2025 in Review

Tidemark sold out of iShares Global Consumer Staples ETF (KXI) in Q4 2025, closing a stake of 6,511 shares — an estimated $419K sold.

Tidemark first reported a position in KXI in Q2 2025 and held it in 2 quarters. The position peaked at $419K in Q3 2025. 125 funds tracked by Wall St. Rank hold KXI as of Q4 2025.

  • Tidemark reported no remaining iShares Global Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Tidemark sold 6,511 iShares Global Consumer Staples ETF shares in Q4 2025, an estimated $419K.
  • Tidemark first reported a position in iShares Global Consumer Staples ETF in Q2 2025 and held it in 2 quarters.
  • Tidemark's iShares Global Consumer Staples ETF position peaked at $419K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2025.

Based on Tidemark's 13F filing for Q4 2025, filed 10 Feb 2026.