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
Q2 		$247K Buy
3,633
+145
+4% +$9.87K ﹤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

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's KXI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Global Consumer Staples ETF (KXI) stake by 4.2% in Q2 2026, buying an estimated $9.87K and bringing the position to 3,633 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #3393.

Wealth Enhancement Advisory Services first reported a position in KXI in Q3 2023 and has held it in 11 quarters since. The position peaked at $330K in Q4 2025. 12 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,633 shares of iShares Global Consumer Staples ETF worth $247K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 145 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $9.87K.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3393 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Global Consumer Staples ETF in Q3 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's iShares Global Consumer Staples ETF position peaked at $330K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.