Unique Wealth’s iShares Global Consumer Staples ETF KXI Stock Holding History

Unique Wealth’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 Q3	$246K	Buy	+3,767	New	+$257K	0.03%	194

Other funds holding KXI

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Unique Wealth's KXI Position: Q3 2026 in Review

Unique Wealth opened a new position in iShares Global Consumer Staples ETF (KXI) in Q3 2026: 3,767 shares worth $246K. The stake represents 0.03% of the portfolio and ranks #194 among its holdings.

19 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

Unique Wealth held 3,767 shares of iShares Global Consumer Staples ETF worth $246K as of Q3 2026.
iShares Global Consumer Staples ETF was a new Unique Wealth position in Q3 2026.
iShares Global Consumer Staples ETF made up 0.03% of Unique Wealth's portfolio in Q3 2026, its #194 holding.
19 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.