Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares Global Consumer Staples ETF KXI Stock Holding History

Wealth Enhancement Advisory Services’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 		$328K Buy
4,866
+1,233
+34% +$84.2K ﹤0.01% 3260
2026
Q2 		$247K Buy
3,633
+145
+4% +$9.9K ﹤0.01% 3393
2026
Q1 		$235K Sell
3,488
-1,650
-32% -$113K ﹤0.01% 3001
2025
Q4 		$330K Buy
5,138
+146
+3% +$9.46K ﹤0.01% 2841
2025
Q3 		$320K Buy
4,992
+62
+1% +$4.05K ﹤0.01% 2729
2025
Q2 		$325K Buy
4,930
+199
+4% +$13K ﹤0.01% 2576
2025
Q1 		$303K Buy
+4,731
New +$294K ﹤0.01% 2445
2024
Q4 		– Sell
-4,155
Closed -$273K – 3047
2024
Q3 		$273K Sell
4,155
-297
-7% -$18.8K ﹤0.01% 2241
2024
Q2 		$268K Buy
4,452
+175
+4% +$10.6K ﹤0.01% 2063
2024
Q1 		$261K Sell
4,277
-29
-0.7% -$1.73K ﹤0.01% 2008
2023
Q4 		$255K Buy
4,306
+34
+0.8% +$1.96K ﹤0.01% 1931
2023
Q3 		$244K Buy
+4,272
New +$257K ﹤0.01% 1869

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Morningstar Investment Management
Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
ICICI Prudential Asset Management
ICICI Prudential Asset Management Mumbai, India $965M AUM 30.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's KXI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Global Consumer Staples ETF (KXI) stake by 34% in Q3 2026, buying an estimated $84.2K and bringing the position to 4,866 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #3260.

Wealth Enhancement Advisory Services first reported a position in KXI in Q3 2023 and has held it in 12 quarters since. The position peaked at $330K in Q4 2025. 118 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 4,866 shares of iShares Global Consumer Staples ETF worth $328K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,233 iShares Global Consumer Staples ETF shares in Q3 2026, an estimated $84.2K.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3260 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Global Consumer Staples ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Global Consumer Staples ETF position peaked at $330K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.