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U.S. Capital Wealth Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-38
Closed -$2.27K – 1118
2022
Q4 		$2.27K Buy
+38
New +$2.2K ﹤0.01% 1478

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

U.S. Capital Wealth Advisors's KXI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2023, closing a stake of 38 shares — an estimated $2.27K sold.

U.S. Capital Wealth Advisors first reported a position in KXI in Q4 2022 and held it in 1 quarter. The position peaked at $2.27K in Q4 2022. 148 funds tracked by Wall St. Rank hold KXI as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining iShares Global Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 38 iShares Global Consumer Staples ETF shares in Q1 2023, an estimated $2.27K.
  • U.S. Capital Wealth Advisors first reported a position in iShares Global Consumer Staples ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's iShares Global Consumer Staples ETF position peaked at $2.27K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.