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

Transamerica 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
2026 Q1	–	Sell	-178	Closed	-$11.5K	–	2027
2025 Q4	$11.5K	Buy	+178	New	+$11.5K	﹤0.01%	827
2019 Q3	–	Sell	-34	Closed	-$2K	–	349
2019 Q2	$2K	Buy	+34	New	+$1.77K	﹤0.01%	393
2019 Q1	–	Sell	-36	Closed	-$2K	–	310
2018 Q4	$2K	Hold	36	–	–	﹤0.01%	369
2018 Q3	$2K	Hold	36	–	–	﹤0.01%	373
2018 Q2	$2K	Hold	36	–	–	﹤0.01%	326
2018 Q1	$2K	Hold	36	–	–	﹤0.01%	324
2017 Q4	$2K	Hold	36	–	–	﹤0.01%	315
2017 Q3	$2K	Sell	36 -70,834	-100%	-$3.64M	﹤0.01%	318
2017 Q2	$3.62M	Buy	+70,870	New	+$3.64M	0.49%	64
2016 Q3	–	Sell	-2	Closed	-$1K	–	430
2016 Q2	$1K	Sell	2 -1,352	-100%	-$66.1K	﹤0.01%	357
2016 Q1	$66K	Buy	1,354 +144	+12%	+$6.68K	0.01%	341
2015 Q4	$57K	Buy	1,210 +790	+188%	+$36.9K	﹤0.01%	391
2015 Q3	$19K	Buy	420 +6	+1%	+$273	﹤0.01%	507
2015 Q2	$19K	Hold	414	–	–	﹤0.01%	564
2015 Q1	$19K	Buy	+414	New	+$19K	﹤0.01%	552

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Transamerica Financial Advisors's KXI Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2026, closing a stake of 178 shares — an estimated $11.5K sold.

Transamerica Financial Advisors first reported a position in KXI in Q1 2015 and held it in 15 quarters. The position peaked at $3.62M in Q2 2017. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Transamerica Financial Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Transamerica Financial Advisors sold 178 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $11.5K.
Transamerica Financial Advisors first reported a position in iShares Global Consumer Staples ETF in Q1 2015 and held it in 15 quarters.
Transamerica Financial Advisors's iShares Global Consumer Staples ETF position peaked at $3.62M in Q2 2017.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.