WealthBridge Capital Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

WealthBridge Capital 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
2026 Q2	$712K	Buy	10,550 +300	+3%	+$20.4K	0.14%	108
2026 Q1	$687K	Hold	10,250	–	–	0.16%	100
2025 Q4	$663K	Sell	10,250 -425	-4%	-$27.5K	0.15%	96
2025 Q3	$687K	Hold	10,675	–	–	0.16%	97
2025 Q2	$698K	Sell	10,675 -500	-4%	-$32.7K	0.18%	95
2025 Q1	$716K	Hold	11,175	–	–	0.2%	88
2024 Q4	$674K	Hold	11,175	–	–	0.19%	92
2024 Q3	$735K	Buy	11,175 +106	+1%	+$6.72K	0.21%	84
2024 Q2	$665K	Hold	11,069	–	–	0.22%	85
2024 Q1	$676K	Sell	11,069 -200	-2%	-$12K	0.23%	78
2023 Q4	$668K	Sell	11,269 -640	-5%	-$36.8K	0.25%	74
2023 Q3	$680K	Buy	11,909 +420	+4%	+$25.3K	0.28%	68
2023 Q2	$703K	Sell	11,489 -420	-4%	-$26.1K	0.28%	68
2023 Q1	$738K	Sell	11,909 -500	-4%	-$29.9K	0.29%	67
2022 Q4	$740K	Buy	12,409 +100	+0.8%	+$5.8K	0.31%	69
2022 Q3	$712K	Hold	12,309	–	–	0.3%	73
2022 Q2	$712K	Sell	12,309 -250	-2%	-$15.1K	0.3%	73
2022 Q1	$780K	Sell	12,559 -1,400	-10%	-$87.3K	0.29%	78
2021 Q4	$904K	Sell	13,959 -800	-5%	-$49.7K	0.34%	63
2021 Q3	$885K	Sell	14,759 -550	-4%	-$33.9K	0.33%	62
2021 Q2	$936K	Sell	15,309 -600	-4%	-$36.5K	0.34%	60
2021 Q1	$924K	Sell	15,909 -950	-6%	-$54K	0.38%	58
2020 Q4	$983K	Buy	16,859 +350	+2%	+$19.9K	0.43%	53
2020 Q3	$915K	Buy	16,509 +170	+1%	+$9.32K	0.47%	47
2020 Q2	$845K	Buy	16,339 +937	+6%	+$47.7K	0.48%	50
2020 Q1	$736K	Buy	15,402 +3,400	+28%	+$180K	0.51%	47
2019 Q4	$666K	Sell	12,002 -100	-0.8%	-$5.46K	0.43%	56
2019 Q3	$663K	Sell	12,102 -1,844	-13%	-$99.4K	0.48%	54
2019 Q2	$641K	Buy	13,946 +1,444	+12%	+$75.4K	0.59%	43
2019 Q1	$649K	Sell	12,502 -1,444	-10%	-$70.6K	0.41%	50
2018 Q4	$641K	Buy	+13,946	New	+$685K	0.49%	43

Other funds holding KXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

WealthBridge Capital Management's KXI Position: Q2 2026 in Review

WealthBridge Capital Management increased its iShares Global Consumer Staples ETF (KXI) stake by 2.9% in Q2 2026, buying an estimated $20.4K and bringing the position to 10,550 shares worth $712K. The position accounts for 0.14% of the portfolio, ranked #108.

WealthBridge Capital Management first reported a position in KXI in Q4 2018 and has held it in 31 quarters since. The position peaked at $983K in Q4 2020. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

WealthBridge Capital Management held 10,550 shares of iShares Global Consumer Staples ETF worth $712K as of Q2 2026.
WealthBridge Capital Management bought 300 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $20.4K.
iShares Global Consumer Staples ETF made up 0.14% of WealthBridge Capital Management's portfolio in Q2 2026, its #108 holding.
WealthBridge Capital Management first reported a position in iShares Global Consumer Staples ETF in Q4 2018 and has held it in 31 quarters since.
WealthBridge Capital Management's iShares Global Consumer Staples ETF position peaked at $983K in Q4 2020.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.