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Tyler-Stone Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Tyler-Stone Wealth Management’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
-201
Closed -$12.1K – 658
2024
Q2 		$12.1K Hold
201
– – 0.01% 625
2024
Q1 		$12.3K Hold
201
– – 0.01% 618
2023
Q4 		$11.9K Hold
201
– – 0.01% 607
2023
Q3 		$11K Hold
201
– – 0.01% 590
2023
Q2 		$12K Buy
+201
New +$12.5K 0.01% 570
2022
Q4 		$12K Hold
201
– – 0.01% 526
2022
Q3 		$11K Hold
201
– – 0.01% 522
2022
Q2 		$12K Hold
201
– – 0.01% 520
2022
Q1 		$12K Hold
201
– – 0.01% 540
2021
Q4 		$13K Buy
+201
New +$12.5K 0.01% 562

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 15.91% 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

Tyler-Stone Wealth Management's KXI Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Global Consumer Staples ETF (KXI) in Q3 2024, closing a stake of 201 shares — an estimated $12.1K sold.

Tyler-Stone Wealth Management first reported a position in KXI in Q4 2021 and held it in 10 quarters. The position peaked at $13K in Q4 2021. 120 funds tracked by Wall St. Rank hold KXI as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares Global Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 201 iShares Global Consumer Staples ETF shares in Q3 2024, an estimated $12.1K.
  • Tyler-Stone Wealth Management first reported a position in iShares Global Consumer Staples ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's iShares Global Consumer Staples ETF position peaked at $13K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.