WealthBridge Capital Management
KXI icon

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
Q3 		$690K Hold
10,550
– – 0.13% 112
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
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
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
ICICI Prudential Asset Management
ICICI Prudential Asset Management Mumbai, India $965M AUM 30.07% 1-Year Est. Return
Northland Securities
Northland Securities Minneapolis, Minnesota $171M AUM 26.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

WealthBridge Capital Management's KXI Position: Q3 2026 in Review

WealthBridge Capital Management held its iShares Global Consumer Staples ETF (KXI) position steady in Q3 2026 at 10,550 shares worth $690K. The position accounts for 0.13% of the portfolio, ranked #112.

WealthBridge Capital Management first reported a position in KXI in Q4 2018 and has held it in 32 quarters since. The position peaked at $983K in Q4 2020. 82 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

  • WealthBridge Capital Management held 10,550 shares of iShares Global Consumer Staples ETF worth $690K as of Q3 2026.
  • WealthBridge Capital Management left its iShares Global Consumer Staples ETF share count unchanged in Q3 2026.
  • iShares Global Consumer Staples ETF made up 0.13% of WealthBridge Capital Management's portfolio in Q3 2026, its #112 holding.
  • WealthBridge Capital Management first reported a position in iShares Global Consumer Staples ETF in Q4 2018 and has held it in 32 quarters since.
  • WealthBridge Capital Management's iShares Global Consumer Staples ETF position peaked at $983K in Q4 2020.
  • 82 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.